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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$376K 0.12%
2,045
-125
177
$359K 0.11%
4,080
+100
178
$358K 0.11%
14,967
+1,230
179
$357K 0.11%
4,636
+4,454
180
$353K 0.11%
2,301
+71
181
$352K 0.11%
7,366
+2,261
182
$345K 0.11%
+7,976
183
$343K 0.11%
1,970
-50
184
$341K 0.11%
+3,355
185
$341K 0.11%
13,140
+1,428
186
$340K 0.11%
999
+394
187
$320K 0.1%
6,045
+5,745
188
$314K 0.1%
4,000
189
$312K 0.1%
1,260
190
$306K 0.1%
3,180
+741
191
$305K 0.09%
2,424
+605
192
$305K 0.09%
10,685
-1,129
193
$304K 0.09%
21,580
+10,360
194
$298K 0.09%
4,375
+80
195
$292K 0.09%
+5,726
196
$290K 0.09%
4,412
+412
197
$289K 0.09%
3,767
+602
198
$286K 0.09%
3,685
+144
199
$284K 0.09%
10,318
-7,787
200
$280K 0.09%
938
6 7
8
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