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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.5M 0.05%
13,020
+2,311
202
$1.48M 0.05%
24,077
+77
203
$1.46M 0.05%
20,853
204
$1.46M 0.05%
10,760
+2,215
205
$1.43M 0.05%
23,196
-57
206
$1.39M 0.05%
6,063
+249
207
$1.35M 0.05%
25,968
-388
208
$1.35M 0.05%
8,859
+460
209
$1.31M 0.05%
4,983
-37
210
$1.3M 0.05%
27,500
211
$1.29M 0.05%
24,844
-210
212
$1.27M 0.04%
6,018
+40
213
$1.26M 0.04%
14,500
214
$1.24M 0.04%
5,185
-261
215
$1.23M 0.04%
15,717
-17
216
$1.22M 0.04%
36,377
217
$1.19M 0.04%
10,541
-173
218
$1.13M 0.04%
3,525
+141
219
$1.12M 0.04%
6,772
-399
220
$1.1M 0.04%
37,062
+5,863
221
$1.07M 0.04%
20,765
+9,820
222
$1.07M 0.04%
63,877
+609
223
$1.06M 0.04%
35,815
+23,838
224
$1.04M 0.04%
16,338
-257
225
$1.04M 0.04%
2,875
-222
7 8
9
10 11