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
$219M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.21M
3
+$1.2M
4
VOD icon
Vodafone
VOD
+$902K
5
CLB icon
Core Laboratories
CLB
+$714K

Top Sells

1
+$3.61M
2
+$1.09M
3
+$836K
4
MDLZ icon
Mondelez International
MDLZ
+$750K
5
AMZN icon
Amazon
AMZN
+$507K

Sector Composition

1 Financials 13.97%
2 Technology 12.38%
3 Healthcare 10.52%
4 Energy 9.53%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.38M 3.37%
226,921
-1,338
2
$6.07M 2.77%
60,002
-10,763
3
$5.11M 2.34%
256,380
-25,420
4
$4.79M 2.19%
25,927
+1,600
5
$4.59M 2.1%
164,334
-14,213
6
$4.2M 1.92%
45,876
+1,603
7
$4.16M 1.9%
71,096
-4,524
8
$4.04M 1.85%
22,535
+6,689
9
$3.96M 1.81%
45,443
-3,305
10
$3.93M 1.79%
47,334
-691
11
$3.92M 1.79%
52,754
-5,703
12
$3.67M 1.68%
141,222
-4,633
13
$3.64M 1.66%
181,608
+9,380
14
$3.62M 1.66%
75,932
-8,560
15
$3.6M 1.64%
38,992
-3,742
16
$3.59M 1.64%
26,710
-1,258
17
$3.51M 1.61%
91,808
-9,513
18
$3.3M 1.51%
49,143
-3,917
19
$3.11M 1.42%
83,198
-8,980
20
$3.09M 1.41%
43,091
-3,478
21
$3.03M 1.39%
40,285
-4,944
22
$2.96M 1.35%
75,276
-7,144
23
$2.84M 1.3%
62,552
-3,143
24
$2.69M 1.23%
35,167
-4,751
25
$2.67M 1.22%
29,444
-3,426
1
2 3 4 5