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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$2.11M
3 +$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1 +$2.5M
2 +$1.83M
3 +$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$281K 0.06%
10,289
-1,005
202
$281K 0.06%
9,000
-2,590
203
$280K 0.06%
802
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204
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205
$272K 0.06%
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207
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208
$264K 0.06%
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209
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210
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659
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211
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2,898
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212
$250K 0.05%
15,982
213
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4,000
214
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1
215
$242K 0.05%
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216
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1,555
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217
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218
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219
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220
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221
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1,855
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222
$217K 0.05%
21,500
223
$216K 0.05%
14,057
+1,095
224
$213K 0.05%
4,749
+1,664
225
$207K 0.04%
+1,110