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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.39M 0.14%
56,372
+363
152
$4.15M 0.13%
54,345
+5,202
153
$4.02M 0.13%
22,243
+127
154
$4.01M 0.13%
+19,535
155
$4.01M 0.13%
79,788
-1,093
156
$3.76M 0.12%
11,144
157
$3.71M 0.12%
29,036
+27,036
158
$3.58M 0.11%
109,708
+1,728
159
$3.56M 0.11%
36,007
+174
160
$3.38M 0.11%
46,281
-542
161
$3.33M 0.11%
186,599
-32,728
162
$3.25M 0.1%
42,575
+12,907
163
$3.25M 0.1%
146,073
-1,750
164
$3.22M 0.1%
9,013
-571
165
$3.04M 0.1%
52,746
+8,856
166
$3.02M 0.1%
28,065
+166
167
$3M 0.09%
35,935
-149
168
$2.98M 0.09%
41,725
-36
169
$2.87M 0.09%
18,171
-875
170
$2.82M 0.09%
33,618
-126
171
$2.81M 0.09%
22,563
-41,179
172
$2.79M 0.09%
48,692
+1,853
173
$2.78M 0.09%
47,544
+91
174
$2.67M 0.08%
34,254
+5,407
175
$2.59M 0.08%
19,907
+1,094
5 6
7
8 9