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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$511K 0.16%
11,087
-8,433
152
$499K 0.16%
3,779
+343
153
$485K 0.15%
+8,300
154
$484K 0.15%
+12,020
155
$478K 0.15%
+8,270
156
$463K 0.14%
31,900
+2,200
157
$460K 0.14%
7,450
158
$452K 0.14%
2,444
+115
159
$451K 0.14%
+10,528
160
$446K 0.14%
10,869
+1,081
161
$446K 0.14%
3,956
+1,465
162
$441K 0.14%
5,724
+2,393
163
$440K 0.14%
8,750
164
$436K 0.14%
5,466
+2,656
165
$432K 0.13%
34,272
-16,280
166
$430K 0.13%
+11,875
167
$430K 0.13%
6,088
-743
168
$429K 0.13%
6,315
-3,840
169
$421K 0.13%
7,968
170
$418K 0.13%
+3,481
171
$407K 0.13%
12,708
+298
172
$399K 0.12%
4,190
+1,540
173
$380K 0.12%
4,497
+1,147
174
$380K 0.12%
18,588
+285
175
$378K 0.12%
12,940
-246
5 6
7
8 9