PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.94M 0.21%
77,372
+2,872
127
$5.9M 0.21%
40,585
+2,725
128
$5.8M 0.2%
279,900
+6,980
129
$5.78M 0.2%
+81,376
130
$5.75M 0.2%
+22,000
131
$5.55M 0.2%
52,098
+3,353
132
$5.53M 0.19%
+75,895
133
$5.47M 0.19%
2,303
+1,999
134
$5.45M 0.19%
189,042
+12,126
135
$5.29M 0.19%
27,367
+355
136
$5.16M 0.18%
40,341
+705
137
$4.92M 0.17%
45,366
+41,468
138
$4.91M 0.17%
105,585
+3,195
139
$4.83M 0.17%
48,147
+2,744
140
$4.82M 0.17%
18,811
-576
141
$4.65M 0.16%
36,403
+1,864
142
$4.64M 0.16%
+125,000
143
$4.62M 0.16%
57,500
+2,731
144
$4.52M 0.16%
38,840
+26
145
$4.43M 0.16%
26,175
-2,322
146
$4.3M 0.15%
28,776
-36
147
$4.08M 0.14%
55,841
-885
148
$4.04M 0.14%
16,291
+382
149
$4.04M 0.14%
88,676
-6,331
150
$4.01M 0.14%
78,850
+7,335
4 5
6
7 8