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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.68M 0.05%
9,181
+138
202
$1.67M 0.05%
30,082
+4,035
203
$1.66M 0.05%
83,181
204
$1.65M 0.05%
25,606
+755
205
$1.63M 0.05%
39,512
+1,787
206
$1.58M 0.05%
7,435
+211
207
$1.53M 0.05%
9,455
-322
208
$1.51M 0.05%
6,541
+551
209
$1.49M 0.05%
24,077
210
$1.49M 0.05%
+29,451
211
$1.44M 0.05%
10,536
+19
212
$1.44M 0.05%
24,026
-743
213
$1.4M 0.04%
31,030
-8,826
214
$1.37M 0.04%
19,563
+150
215
$1.37M 0.04%
5,122
-15
216
$1.36M 0.04%
36,265
+450
217
$1.35M 0.04%
2,749
-19
218
$1.32M 0.04%
27,003
219
$1.29M 0.04%
49,903
+3,513
220
$1.29M 0.04%
38,507
+227
221
$1.28M 0.04%
4,478
-1,524
222
$1.28M 0.04%
15,643
-2,673
223
$1.28M 0.04%
17,153
+1,030
224
$1.26M 0.04%
5,891
+331
225
$1.22M 0.04%
+13,055
7 8
9
10 11