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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.8M 0.06%
66,852
-2,556
202
$2.76M 0.06%
48,880
-11,793
203
$2.66M 0.05%
32,990
-318
204
$2.65M 0.05%
11,328
-433
205
$2.61M 0.05%
25,117
+279
206
$2.53M 0.05%
+49,695
207
$2.5M 0.05%
28,520
-3,206
208
$2.48M 0.05%
+49,583
209
$2.43M 0.05%
13,898
+1,829
210
$2.42M 0.05%
6,711
-820
211
$2.42M 0.05%
8,382
+86
212
$2.39M 0.05%
82,997
213
$2.35M 0.05%
126,500
+1,840
214
$2.34M 0.05%
14,040
+53
215
$2.34M 0.05%
113,742
-1,054
216
$2.32M 0.05%
31,403
+265
217
$2.3M 0.05%
11,145
-332
218
$2.28M 0.05%
6,438
+207
219
$2.25M 0.05%
39,058
+828
220
$2.23M 0.04%
4,512
+58
221
$2.18M 0.04%
7,971
-439
222
$2.14M 0.04%
17,158
223
$2.11M 0.04%
46,297
+172
224
$2.11M 0.04%
71,848
-12,412
225
$2.09M 0.04%
26,964
-4,120
7 8
9
10 11