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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.23M 0.05%
8,137
202
$2.22M 0.05%
14,317
+465
203
$2.2M 0.05%
6,267
+184
204
$2.16M 0.05%
27,075
-906
205
$2.14M 0.05%
25,488
+1,603
206
$2.14M 0.05%
15,307
-99
207
$2.12M 0.05%
41,999
+3,625
208
$2.12M 0.05%
114,796
-52,366
209
$2.11M 0.05%
54,017
+3,461
210
$2.1M 0.05%
33,142
+10,478
211
$2.06M 0.05%
31,643
+2,166
212
$2.05M 0.05%
12,025
+145
213
$1.97M 0.05%
25,621
-1,207
214
$1.96M 0.05%
11,493
-977
215
$1.93M 0.05%
16,623
-2,542
216
$1.9M 0.05%
36,599
+9,253
217
$1.89M 0.04%
8,361
-12
218
$1.88M 0.04%
18,543
219
$1.87M 0.04%
6,258
+375
220
$1.84M 0.04%
30,009
-5,798
221
$1.78M 0.04%
124,660
+6,805
222
$1.77M 0.04%
7,304
-210
223
$1.76M 0.04%
11,748
+519
224
$1.73M 0.04%
4,481
-77
225
$1.71M 0.04%
6,754
-312
7 8
9
10 11