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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.79M 0.14%
60,096
-9,958
152
$6.74M 0.14%
69,863
+3,876
153
$6.73M 0.14%
64,714
+60,140
154
$6.69M 0.13%
33,330
-254
155
$6.52M 0.13%
77,860
+19,639
156
$6.43M 0.13%
66,038
+1,301
157
$6.15M 0.12%
218,094
158
$6.11M 0.12%
+32,174
159
$6.08M 0.12%
12,312
+26
160
$6.03M 0.12%
39,394
+77
161
$6M 0.12%
50,163
-18,818
162
$5.95M 0.12%
45,580
+222
163
$5.95M 0.12%
99,997
-1,384
164
$5.86M 0.12%
74,722
+2,083
165
$5.83M 0.12%
51,094
+3,090
166
$5.8M 0.12%
68,580
+302
167
$5.78M 0.12%
27,831
+237
168
$5.7M 0.11%
21,336
-233
169
$5.55M 0.11%
104,236
-12,127
170
$5.39M 0.11%
74,257
-44,894
171
$5.29M 0.11%
91,498
+33,141
172
$5.14M 0.1%
318,197
173
$4.87M 0.1%
17,967
+384
174
$4.81M 0.1%
54,617
+6,781
175
$4.67M 0.09%
46,081
-2,230
5 6
7
8 9