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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.13M 0.15%
58,159
+3,803
152
$5.89M 0.14%
50,666
+2,293
153
$5.84M 0.14%
116,125
+11,307
154
$5.81M 0.14%
76,126
-2,647
155
$5.73M 0.14%
94,264
-118,216
156
$5.63M 0.13%
74,996
-2,104
157
$5.59M 0.13%
31,079
+13,294
158
$5.38M 0.13%
12,605
+137
159
$5.33M 0.13%
68,288
+268
160
$5.29M 0.13%
48,085
-3,327
161
$5.19M 0.12%
39,671
+102
162
$5.16M 0.12%
17,467
+1,077
163
$5.11M 0.12%
184,781
+32,722
164
$4.86M 0.12%
27,159
-746
165
$4.78M 0.11%
68,009
+1,266
166
$4.54M 0.11%
46,833
-12,686
167
$4.48M 0.11%
318,197
-55,141
168
$4.42M 0.11%
53,060
-2,306
169
$4.32M 0.1%
51,614
-3,998
170
$4.25M 0.1%
81,738
+40
171
$4M 0.09%
45,455
+52
172
$3.93M 0.09%
50,541
-9,359
173
$3.9M 0.09%
224,699
-1,717
174
$3.89M 0.09%
145,310
-13,513
175
$3.87M 0.09%
20,082
+89
5 6
7
8 9