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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.73M 0.09%
45,067
+3
177
$3.58M 0.09%
123,373
+56,822
178
$3.48M 0.08%
96,809
-21,791
179
$3.38M 0.08%
15,192
+210
180
$3.15M 0.07%
32,829
+681
181
$3.01M 0.07%
61,100
+339
182
$2.96M 0.07%
60,810
+3,580
183
$2.96M 0.07%
18,762
+734
184
$2.94M 0.07%
101,736
+3,927
185
$2.8M 0.07%
144,317
+606
186
$2.76M 0.07%
32,921
+2,073
187
$2.66M 0.06%
24,175
+4,100
188
$2.6M 0.06%
46,585
-422
189
$2.58M 0.06%
31,693
-6,425
190
$2.56M 0.06%
46,474
+17,359
191
$2.53M 0.06%
31,050
-6,328
192
$2.51M 0.06%
48,911
-227
193
$2.46M 0.06%
9,919
+6,534
194
$2.46M 0.06%
15,884
-2,535
195
$2.41M 0.06%
65,290
-1,942
196
$2.4M 0.06%
12,587
-907
197
$2.39M 0.06%
27,688
198
$2.39M 0.06%
20,963
+660
199
$2.25M 0.05%
83,089
-92
200
$2.24M 0.05%
27,192
+68
6 7
8
9 10