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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.33M 0.11%
151,453
+818
152
$2.33M 0.11%
4,998
-96
153
$2.31M 0.11%
19,258
154
$2.25M 0.11%
27,106
+108
155
$2.21M 0.11%
18,413
-1,069
156
$2.21M 0.11%
1,250
-529
157
$2.21M 0.11%
34,476
-100
158
$2.2M 0.11%
39,783
-30
159
$2.19M 0.11%
79,732
-156
160
$2.17M 0.11%
42,280
-2,750
161
$2.14M 0.11%
29,648
162
$2.12M 0.1%
36,360
-1,577
163
$2.01M 0.1%
49,877
-12,000
164
$1.95M 0.1%
27,691
-4,673
165
$1.94M 0.1%
89,459
-5,529
166
$1.92M 0.09%
30,623
+19,309
167
$1.88M 0.09%
50,356
+5,319
168
$1.88M 0.09%
+47,295
169
$1.87M 0.09%
11,578
+75
170
$1.84M 0.09%
41,186
+3,557
171
$1.83M 0.09%
15,715
+22
172
$1.82M 0.09%
83,181
173
$1.81M 0.09%
+96,676
174
$1.81M 0.09%
17,375
175
$1.77M 0.09%
20,276
5 6
7
8 9