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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.62M 0.19%
133,387
+4,364
127
$9.6M 0.19%
76,448
-35,187
128
$9.48M 0.19%
143,679
+481
129
$9.4M 0.19%
263,136
+97,608
130
$9.24M 0.19%
68,382
+834
131
$9.19M 0.18%
41,121
+10
132
$9.18M 0.18%
303,052
-14,327
133
$9.02M 0.18%
45,749
-2,561
134
$8.96M 0.18%
45,865
+2,264
135
$8.93M 0.18%
82,925
+4,593
136
$8.75M 0.18%
27,963
+214
137
$8.59M 0.17%
276,470
+15,939
138
$8.58M 0.17%
169,073
-22,474
139
$8.5M 0.17%
35,723
+86
140
$7.95M 0.16%
66,773
+4,396
141
$7.86M 0.16%
49,446
+1,826
142
$7.82M 0.16%
72,620
+2,056
143
$7.79M 0.16%
99,856
-3,053
144
$7.65M 0.15%
188,244
+15,207
145
$7.56M 0.15%
57,136
+1,584
146
$7.41M 0.15%
37,411
+8,510
147
$7.4M 0.15%
52,725
-4,849
148
$7.33M 0.15%
76,547
-4,205
149
$7.23M 0.15%
18,495
-265
150
$6.88M 0.14%
30,461
+274
4 5
6
7 8