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
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 3.76%
235,291
+2,947
2
$10.4M 3.23%
50,847
+21,447
3
$7.07M 2.2%
127,498
-21,086
4
$6.87M 2.14%
261,032
-14,984
5
$6.84M 2.13%
87,762
+3,283
6
$6.66M 2.07%
196,980
-42,280
7
$6.25M 1.95%
41,864
-6,433
8
$5.82M 1.81%
99,180
-39,700
9
$5.13M 1.6%
49,911
+2,355
10
$4.82M 1.5%
48,275
-2,166
11
$4.79M 1.49%
184,457
+11,010
12
$4.7M 1.46%
71,178
-4,794
13
$4.64M 1.45%
134,843
-14,154
14
$4.19M 1.31%
90,716
+10,575
15
$4.15M 1.29%
+106,600
16
$4.12M 1.28%
74,824
+7,106
17
$4.08M 1.27%
75,007
-10,414
18
$3.98M 1.24%
50,112
+2,476
19
$3.75M 1.17%
87,351
+199
20
$3.71M 1.16%
54,874
-13,087
21
$3.71M 1.15%
31,497
-8,006
22
$3.57M 1.11%
36,155
-7,831
23
$3.34M 1.04%
56,401
+2,528
24
$3.33M 1.04%
32,889
-5,835
25
$3.19M 0.99%
51,390
+1,132
1
2 3 4 5