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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.52M 0.08%
42,742
+1,851
177
$2.46M 0.08%
13,369
+11,104
178
$2.36M 0.07%
23,630
-235
179
$2.33M 0.07%
14,641
+4,309
180
$2.29M 0.07%
30,201
+299
181
$2.29M 0.07%
21,369
+7,307
182
$2.22M 0.07%
+24,710
183
$2.21M 0.07%
24,362
-10
184
$2.2M 0.07%
60,505
+14,828
185
$2.19M 0.07%
19,948
-2,523
186
$2.17M 0.07%
26,377
+2,632
187
$2.13M 0.07%
10,535
-3,284
188
$2.1M 0.07%
19,576
+3,554
189
$2.09M 0.07%
21,055
-1,495
190
$2.06M 0.07%
55,845
+18,600
191
$2.04M 0.06%
14,696
-181
192
$2.01M 0.06%
30,722
-96
193
$1.97M 0.06%
29,098
+85
194
$1.97M 0.06%
23,161
-1,555
195
$1.94M 0.06%
11,933
-493
196
$1.87M 0.06%
16,977
197
$1.85M 0.06%
12,523
+1,773
198
$1.78M 0.06%
7,129
+160
199
$1.76M 0.06%
13,772
-3,906
200
$1.74M 0.06%
9,460
+186
6 7
8
9 10