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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.84M 0.19%
+162,849
127
$7.82M 0.19%
27,656
+3
128
$7.81M 0.19%
96,207
-5,250
129
$7.62M 0.18%
68,880
-5,120
130
$7.58M 0.18%
73,522
+401
131
$7.57M 0.18%
50,276
-4,084
132
$7.57M 0.18%
18,496
+1,071
133
$7.55M 0.18%
165,100
-6,500
134
$7.53M 0.18%
31,145
+3,182
135
$7.45M 0.18%
35,355
+67
136
$7.36M 0.17%
11,673
+552
137
$7.35M 0.17%
78,835
+2,914
138
$7.31M 0.17%
73,702
+23,019
139
$7.2M 0.17%
81,458
+2,862
140
$6.92M 0.16%
131,631
+6,081
141
$6.88M 0.16%
170,525
-47,423
142
$6.59M 0.16%
19,543
+1,012
143
$6.54M 0.16%
67,571
+4,793
144
$6.42M 0.15%
93,340
+531
145
$6.36M 0.15%
43,453
-287
146
$6.29M 0.15%
104,266
-5,515
147
$6.2M 0.15%
171,861
-47,694
148
$6.2M 0.15%
215,260
-223,603
149
$6.18M 0.15%
49,822
-3,159
150
$6.16M 0.15%
94,840
-158
4 5
6
7 8