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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$278K 0.09%
7,283
-3,846
202
$278K 0.09%
9,486
+66
203
$276K 0.09%
4,860
204
$270K 0.08%
+2,600
205
$270K 0.08%
+4,784
206
$267K 0.08%
+7,474
207
$260K 0.08%
+6,653
208
$259K 0.08%
1,815
+145
209
$257K 0.08%
8,574
+1,272
210
$257K 0.08%
+3,769
211
$254K 0.08%
2,380
+35
212
$253K 0.08%
3,182
213
$249K 0.08%
7,380
214
$248K 0.08%
2,735
+95
215
$245K 0.08%
+1,050
216
$244K 0.08%
9,337
217
$243K 0.08%
+2,326
218
$242K 0.08%
+11,365
219
$238K 0.07%
3,600
220
$237K 0.07%
5,490
221
$237K 0.07%
1,155
+40
222
$230K 0.07%
6,102
+317
223
$229K 0.07%
+4,475
224
$227K 0.07%
+2,240
225
$227K 0.07%
15,982
7 8
9
10 11