PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.69M 0.21%
77,770
-48,342
127
$6.62M 0.21%
55,961
+1,409
128
$6.62M 0.21%
54,773
-2,689
129
$6.62M 0.21%
26,768
+815
130
$6.44M 0.2%
85,736
-42,148
131
$6.39M 0.2%
62,378
-41,021
132
$6.29M 0.2%
48,977
+12,944
133
$6.21M 0.2%
24,935
134
$6.14M 0.19%
60,571
+11,730
135
$6.12M 0.19%
88,037
-8,918
136
$6.05M 0.19%
28,484
+2,648
137
$6.02M 0.19%
2,564
-97
138
$5.99M 0.19%
114,687
+22,365
139
$5.96M 0.19%
130,282
-1,063
140
$5.78M 0.18%
116,430
+2,436
141
$5.74M 0.18%
15,832
+6,276
142
$5.59M 0.18%
25,070
+3,412
143
$5.51M 0.17%
175,656
+87,408
144
$5.5M 0.17%
48,147
145
$5.32M 0.17%
41,886
-14
146
$5.08M 0.16%
52,719
+2
147
$5.06M 0.16%
52,434
+11,673
148
$4.94M 0.16%
19,760
+264
149
$4.66M 0.15%
29,368
+18
150
$4.62M 0.15%
55,832
-56,574
4 5
6
7 8