PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
This Quarter Return
-1.49%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$69.5M
Cap. Flow %
1.4%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15

Top Buys

1
$20.1M
2
$17.6M
3
$5.85M
4
$5.34M
5
$4.98M

Top Sells

1
$19.4M
2
$11M
3
$6.67M
4
$6.61M
5
$4.89M

Sector Composition

1Technology15.84%
2Financials14.43%
3Healthcare9.65%
4Industrials7.53%
5Consumer Discretionary7.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$6.83M0.14% 22,822
+4,212
+23%
+$1.26M
$6.79M0.14% 73,216
+3,853
+6%
+$358K
$6.73M0.14% 53,052
+1,983
+4%
+$252K
$6.7M0.14% 64,985
+271
+0.4%
+$28K
$6.68M0.13% 73,912
+7,435
+11%
+$672K
$6.58M0.13% 113,168
+41,674
+58%
+$2.42M
$6.55M0.13% 31,527
+502
+2%
+$104K
$6.29M0.13% 87,107
-7,127
-8%
-$514K
$6.26M0.13% 101,756
-2,825
-3%
-$174K
$6.25M0.13% 17,975
-578
-3%
-$201K
$6.05M0.12% 56,285
-1,459
-3%
-$157K
$5.92M0.12% 68,668
+11,786
+21%
+$1.02M
$5.89M0.12% 77,036
-4,889
-6%
-$374K
$5.69M0.11% 8,582
+7,510
+701%
+$4.98M
$5.67M0.11% 40,057
+582
+1%
+$82.3K
$5.53M0.11% 134,363
+47,717
+55%
+$1.96M
$5.44M0.11% 21,601
-89
-0.4%
-$22.4K
$5.41M0.11% 318,197––
$5.36M0.11% 191,575
-14,175
-7%
-$396K
$5.29M0.11% 130,979
+21,881
+20%
+$884K
$5.06M0.1% 41,450
-97
-0.2%
-$11.8K
$4.93M0.1% 42,431
-495
-1%
-$57.6K
$4.74M0.1% 66,634
+5,509
+9%
+$392K
$4.71M0.09% 66,365
-2,186
-3%
-$155K
$4.57M0.09% 77,507
+22,651
+41%
+$1.34M
1 5678922