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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.71M 0.08%
27,215
177
$1.67M 0.08%
25,078
+7,587
178
$1.66M 0.08%
6,942
+45
179
$1.61M 0.08%
18,289
+17,195
180
$1.57M 0.08%
3,145
+200
181
$1.55M 0.08%
31,151
-3,607
182
$1.5M 0.07%
13,902
+1,680
183
$1.44M 0.07%
24,511
+185
184
$1.43M 0.07%
16,611
-615
185
$1.41M 0.07%
25,483
186
$1.4M 0.07%
21,905
187
$1.4M 0.07%
23,762
-517
188
$1.38M 0.07%
7,948
-109
189
$1.37M 0.07%
16,670
-10,171
190
$1.33M 0.07%
6,128
-20
191
$1.31M 0.06%
11,570
-44
192
$1.3M 0.06%
7,949
+232
193
$1.25M 0.06%
5,180
+67
194
$1.23M 0.06%
5,180
-178
195
$1.23M 0.06%
8,629
+48
196
$1.2M 0.06%
16,240
-1,580
197
$1.2M 0.06%
33,381
198
$1.18M 0.06%
24,000
199
$1.14M 0.06%
22,596
+96
200
$1.13M 0.06%
13,911
6 7
8
9 10