PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+1.9%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$316M
AUM Growth
+$316M
(+5.6%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
246
New
16
Increased
117
Reduced
53
Closed
14
Top Buys
| 1 |
Regions Financial
RF
|
$2.39M |
| 2 |
Ametek
AME
|
$1.97M |
| 3 |
Gilead Sciences
GILD
|
$1.55M |
| 4 |
HealthStream
HSTM
|
$1.52M |
| 5 |
Microsoft
MSFT
|
$1.49M |
Top Sells
| 1 |
Prudential Financial
PRU
|
$1.31M |
| 2 |
Union Pacific
UNP
|
$1.22M |
| 3 |
Target
TGT
|
$810K |
| 4 |
Procter & Gamble
PG
|
$739K |
| 5 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$622K |
Sector Composition
| 1 | Healthcare | 14.52% |
| 2 | Financials | 13.55% |
| 3 | Technology | 11.68% |
| 4 | Industrials | 9.77% |
| 5 | Consumer Staples | 6.85% |
