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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.64M 0.09%
49,798
+70
177
$4.47M 0.09%
63,040
+440
178
$4.45M 0.09%
51,228
-410
179
$4.31M 0.09%
71,399
+55,731
180
$4.21M 0.08%
49,781
-15,026
181
$4.2M 0.08%
23,447
+1,295
182
$4.18M 0.08%
126,498
+5,438
183
$4.16M 0.08%
49,488
+3,546
184
$4.05M 0.08%
+75,612
185
$3.48M 0.07%
51,949
-1,426
186
$3.45M 0.07%
28,496
+442
187
$3.39M 0.07%
188,122
-42,652
188
$3.32M 0.07%
14,015
-690
189
$3.24M 0.07%
18,764
+2,434
190
$3.12M 0.06%
133,848
191
$3.12M 0.06%
25,209
-273
192
$3.09M 0.06%
6,641
+6,029
193
$3.08M 0.06%
45,705
194
$3.03M 0.06%
27,433
-1,525
195
$3M 0.06%
103,803
-13,264
196
$2.98M 0.06%
26,616
-188
197
$2.94M 0.06%
68,649
+4,446
198
$2.9M 0.06%
58,406
+4,520
199
$2.89M 0.06%
30,094
-83,425
200
$2.83M 0.06%
14,935
-181
6 7
8
9 10