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
$223M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.21M
3
+$1.16M
4
GILD icon
Gilead Sciences
GILD
+$1.02M
5
CL icon
Colgate-Palmolive
CL
+$810K

Top Sells

1
+$1.78M
2
+$1.7M
3
+$898K
4
IBM icon
IBM
IBM
+$845K
5
PEP icon
PepsiCo
PEP
+$827K

Sector Composition

1 Financials 14.35%
2 Technology 12.64%
3 Healthcare 11.86%
4 Energy 9.6%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.39M 3.75%
223,675
-3,246
2
$5.41M 2.42%
55,410
-4,592
3
$4.59M 2.05%
24,547
-1,380
4
$4.53M 2.03%
74,583
+3,487
5
$4.5M 2.01%
162,206
-2,128
6
$4.36M 1.95%
44,415
-1,461
7
$4.21M 1.88%
53,362
+608
8
$3.96M 1.77%
206,500
+24,892
9
$3.96M 1.77%
44,762
-681
10
$3.9M 1.75%
74,380
-1,552
11
$3.74M 1.67%
91,419
-389
12
$3.67M 1.64%
29,543
+2,833
13
$3.65M 1.63%
54,335
+5,192
14
$3.63M 1.62%
215,580
-40,800
15
$3.61M 1.62%
88,116
+4,918
16
$3.57M 1.6%
138,156
-3,066
17
$3.46M 1.55%
69,560
+7,008
18
$3.32M 1.49%
39,273
+281
19
$3.3M 1.48%
17,944
-4,591
20
$3.18M 1.42%
38,799
-1,486
21
$3.13M 1.4%
37,428
-9,906
22
$3.07M 1.38%
41,786
-1,305
23
$2.99M 1.34%
31,844
+182
24
$2.94M 1.32%
36,452
+6,701
25
$2.83M 1.27%
40,213
+8,758
1
2 3 4 5