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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.32M 0.08%
22,471
-1,671
177
$2.28M 0.08%
30,185
-148
178
$2.27M 0.08%
42,383
-150
179
$2.17M 0.08%
26,712
-210
180
$2.15M 0.08%
37,070
+34,165
181
$2.15M 0.08%
14,003
+499
182
$2.13M 0.07%
24,309
-16
183
$2.06M 0.07%
33,710
+50
184
$2.04M 0.07%
17,391
+410
185
$1.99M 0.07%
25,492
+3,030
186
$1.98M 0.07%
15,537
+1,050
187
$1.96M 0.07%
7,012
-54
188
$1.89M 0.07%
22,006
+261
189
$1.86M 0.07%
21,340
+4,420
190
$1.85M 0.07%
16,032
-250
191
$1.84M 0.06%
47,407
-501
192
$1.74M 0.06%
29,148
+1,123
193
$1.69M 0.06%
16,942
194
$1.68M 0.06%
8,761
-96
195
$1.66M 0.06%
2,884
-91
196
$1.59M 0.06%
25,227
-374
197
$1.55M 0.05%
10,414
-339
198
$1.55M 0.05%
22,596
199
$1.55M 0.05%
9,659
-122
200
$1.53M 0.05%
7,967
+385
6 7
8
9 10