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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.9M 0.14%
10,986
+262
152
$3.75M 0.13%
100,349
+4,142
153
$3.61M 0.13%
48,858
+814
154
$3.59M 0.13%
21,844
+889
155
$3.55M 0.13%
17,009
+547
156
$3.37M 0.12%
47,881
157
$3.3M 0.12%
65,457
-9,974
158
$3.18M 0.11%
+45,145
159
$3.17M 0.11%
148,675
-401
160
$3.16M 0.11%
38,584
+19
161
$3.13M 0.11%
38,133
+14,242
162
$3.12M 0.11%
8,712
-75
163
$3.04M 0.11%
50,000
+123
164
$2.98M 0.1%
35,555
+8,100
165
$2.94M 0.1%
8,444
+172
166
$2.93M 0.1%
33,635
+10
167
$2.93M 0.1%
46,891
+28
168
$2.91M 0.1%
83,964
+2,600
169
$2.85M 0.1%
19,046
-212
170
$2.76M 0.1%
13,615
+1,980
171
$2.67M 0.09%
43,817
-765
172
$2.6M 0.09%
23,615
+520
173
$2.6M 0.09%
43,924
-1,719
174
$2.5M 0.09%
18,829
+800
175
$2.38M 0.08%
83,181
5 6
7
8 9