PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
This Quarter Return
-1.49%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$69.5M
Cap. Flow %
1.4%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
216
Reduced
171
Closed
15

Top Buys

1
$20.1M
2
$17.6M
3
$5.85M
4
$5.34M
5
$4.98M

Top Sells

1
$19.4M
2
$11M
3
$6.67M
4
$6.61M
5
$4.89M

Sector Composition

1Technology15.84%
2Financials14.43%
3Healthcare9.65%
4Industrials7.53%
5Consumer Discretionary7.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.72M0.05% 13,480
+9,100
+208%
+$1.84M
$2.7M0.05% 51,322
-3,231
-6%
-$170K
$2.67M0.05% 83,011
+14
+0%
+$451
$2.59M0.05% 66,524
-637
-1%
-$24.8K
$2.58M0.05% 51,602
-321
-0.6%
-$16.1K
$2.58M0.05% 6,924
+129
+2%
+$48K
$2.57M0.05% 43,074
-2,309
-5%
-$138K
$2.55M0.05% 4,567
-108
-2%
-$60.3K
$2.54M0.05% 27,096
+1,923
+8%
+$180K
$2.5M0.05% 9,049
+4,689
+108%
+$1.29M
$2.49M0.05% 45,678
-27
-0.1%
-$1.47K
$2.41M0.05% 13,985
+294
+2%
+$50.8K
$2.36M0.05% 85,406
+7,598
+10%
+$210K
$2.35M0.05% 29,973
-3,267
-10%
-$256K
$2.32M0.05% 90,950
-609
-0.7%
-$15.6K
$2.3M0.05% 20,907
-6,526
-24%
-$719K
$2.29M0.05% 14,406
+75
+0.5%
+$11.9K
$2.24M0.05% 76,641
-49,380
-39%
-$1.44M
$2.24M0.05% 12,540
-2,001
-14%
-$357K
$2.21M0.04% 126,500––
$2.12M0.04% 50,741
+3,497
+7%
+$146K
$2.12M0.04% 39,546
+5,630
+17%
+$302K
$2.11M0.04% 114,011
+57,140
+100%
+$1.06M
$2.11M0.04% 6,668
-223
-3%
-$70.5K
$2.09M0.04% 6,328
+351
+6%
+$116K
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