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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.11M
3
+$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1
+$2.5M
2
+$1.83M
3
+$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 3.47%
231,730
-15,513
2
$13M 2.82%
58,270
+7,819
3
$11.3M 2.45%
391,136
-76
4
$11.1M 2.39%
178,231
-3,254
5
$9.58M 2.07%
106,110
+7,723
6
$8.67M 1.87%
57,230
+6,061
7
$8.34M 1.8%
222,540
-22,700
8
$8.33M 1.8%
96,524
+5,793
9
$7.7M 1.66%
139,633
+32,291
10
$7.68M 1.66%
66,688
+18,333
11
$7.13M 1.54%
123,447
-6,647
12
$6.4M 1.38%
40,013
-2,350
13
$6.38M 1.38%
176,010
+11,706
14
$6.34M 1.37%
92,228
+1,358
15
$6.22M 1.35%
82,980
+8,272
16
$5.93M 1.28%
149,560
-3,760
17
$5.76M 1.25%
179,485
-6,689
18
$5.63M 1.22%
66,985
-793
19
$5.61M 1.21%
47,675
+2,097
20
$5.52M 1.19%
84,664
+13,790
21
$5.29M 1.14%
50,604
+75
22
$5.18M 1.12%
46,658
-1,256
23
$5.14M 1.11%
96,346
+2,294
24
$5.05M 1.09%
68,266
-2,419
25
$4.97M 1.07%
119,879
+27,083
1
2 3 4 5