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
$2.03B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.22M
3
+$3.96M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.61M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.43M

Top Sells

1
+$5.04M
2
+$3.15M
3
+$2.38M
4
INTC icon
Intel
INTC
+$2.2M
5
XOM icon
Exxon Mobil
XOM
+$2.05M

Sector Composition

1 Financials 11.39%
2 Technology 10.52%
3 Healthcare 8.25%
4 Industrials 6.8%
5 Consumer Discretionary 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$118M 5.81%
356,069
-429
2
$79.4M 3.91%
216,227
+5,181
3
$72.2M 3.56%
559,183
-6,200
4
$58.2M 2.87%
264,083
-5,586
5
$43.9M 2.16%
681,073
+20,393
6
$41.7M 2.06%
175,238
-5,580
7
$41.6M 2.05%
258,520
-1,460
8
$40.1M 1.98%
158,241
-12,441
9
$31.8M 1.57%
698,836
-4,570
10
$31.7M 1.56%
265,595
+3,407
11
$28.7M 1.42%
636,935
+52,570
12
$28.3M 1.39%
132,703
-686
13
$26.8M 1.32%
80,015
-295
14
$25M 1.23%
301,446
+10,577
15
$23M 1.13%
482,554
-2,640
16
$22.8M 1.12%
275,980
+3,240
17
$21.1M 1.04%
289,910
-11,335
18
$20.8M 1.03%
153,033
-2,900
19
$20.7M 1.02%
77,903
+236
20
$19.9M 0.98%
137,064
+791
21
$19.6M 0.96%
357,197
+14,257
22
$19.5M 0.96%
54,772
-4,452
23
$19.5M 0.96%
137,582
-1,806
24
$19.4M 0.96%
89,062
+2,065
25
$19M 0.94%
245,858
-1,774
1
2 3 4 5