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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.09M 0.05%
36,132
-7,500
202
$1.03M 0.05%
24,212
-153
203
$946K 0.05%
4,835
-1,711
204
$943K 0.05%
6,736
+161
205
$932K 0.05%
3,569
-1,808
206
$926K 0.05%
3,011
-1
207
$913K 0.05%
3,593
+22
208
$903K 0.04%
9,703
+68
209
$895K 0.04%
45,700
-1,946
210
$875K 0.04%
6,505
+300
211
$860K 0.04%
6,104
-511
212
$859K 0.04%
63,392
-2,055
213
$854K 0.04%
5,090
+76
214
$852K 0.04%
10,173
+580
215
$851K 0.04%
4,013
-288
216
$829K 0.04%
13,846
-400
217
$807K 0.04%
3,172
+23
218
$779K 0.04%
3,179
-449
219
$759K 0.04%
6,832
220
$752K 0.04%
10,874
-1,443
221
$749K 0.04%
6,465
+3,350
222
$730K 0.04%
9,961
-936
223
$701K 0.03%
11,824
-3,465
224
$689K 0.03%
34,361
-387
225
$684K 0.03%
1,258
+39
7 8
9
10 11