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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.21M
3 +$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1 +$1.78M
2 +$1.7M
3 +$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$9K ﹤0.01%
82
177
$6K ﹤0.01%
128
178
$6K ﹤0.01%
+101
179
$5K ﹤0.01%
43
180
$5K ﹤0.01%
+120
181
$5K ﹤0.01%
+113
182
0
183
-5,938
184
-3,615
185
-3,740
186
-4,595
187
-2,560
188
-6,225
189
-2,040
190
-8,590
191
-3,800
192
-9,150