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
$2.84B
AUM Growth
+$367M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.9M
3
+$25.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$23M

Top Sells

1
+$18M
2
+$7.5M
3
+$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.27M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.82M

Sector Composition

1 Financials 14.63%
2 Technology 11.68%
3 Healthcare 9.71%
4 Industrials 7%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$139M 4.91%
353,545
+2,736
2
$104M 3.67%
736,679
+196,471
3
$99.2M 3.5%
351,899
+91,174
4
$89.1M 3.14%
207,709
-9,957
5
$62.2M 2.19%
661,234
-456
6
$60.8M 2.14%
371,685
+95,408
7
$49.5M 1.75%
222,387
+80,281
8
$47.4M 1.67%
173,017
-2,675
9
$46.6M 1.64%
283,560
+17,720
10
$39.6M 1.39%
296,040
+6,020
11
$39.5M 1.39%
101,068
+16,984
12
$38.1M 1.34%
754,166
+16,071
13
$35.8M 1.26%
147,682
+3,492
14
$34M 1.2%
394,748
-208,529
15
$33.7M 1.19%
116,185
+8,687
16
$31.9M 1.12%
387,210
+14,733
17
$30.9M 1.09%
232,160
+180,960
18
$30.8M 1.08%
561,521
+36,410
19
$29M 1.02%
50,802
+40,244
20
$26.3M 0.93%
64
+63
21
$26.2M 0.92%
468,284
+235,744
22
$26.1M 0.92%
277,230
+13,043
23
$25.5M 0.9%
77,595
+4,391
24
$25.4M 0.9%
129,768
+43,525
25
$24.8M 0.87%
158,447
-8,315
1
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