PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+1.73%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$223M
AUM Growth
+$223M
(+2.1%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
1.56%
Top 10 Holdings %
Top 10 Hldgs %
21.39%
Holding
192
New
25
Increased
65
Reduced
58
Closed
10
Top Buys
| 1 |
Halliburton
HAL
|
$1.28M |
| 2 |
Target
TGT
|
$1.21M |
| 3 |
Eli Lilly
LLY
|
$1.16M |
| 4 |
Gilead Sciences
GILD
|
$1.02M |
| 5 |
Colgate-Palmolive
CL
|
$810K |
Top Sells
| 1 |
Home Depot
HD
|
$1.78M |
| 2 |
Philip Morris
PM
|
$1.7M |
| 3 |
GOV
Government Properties Income Trust
GOV
|
$898K |
| 4 |
IBM
IBM
|
$845K |
| 5 |
PepsiCo
PEP
|
$827K |
Sector Composition
| 1 | Financials | 14.35% |
| 2 | Technology | 12.64% |
| 3 | Healthcare | 11.86% |
| 4 | Energy | 9.6% |
| 5 | Industrials | 9.21% |
