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
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$150M 4.75%
361,406
+7,068
2
$141M 4.48%
809,419
+22,718
3
$119M 3.76%
385,440
+9,059
4
$92.7M 2.94%
205,219
-4,939
5
$67.9M 2.15%
736,998
-5,022
6
$62.6M 1.98%
122,818
+7,381
7
$60.6M 1.92%
372,060
+69,840
8
$55.5M 1.76%
250,334
+6,606
9
$54.4M 1.72%
399,136
+8,884
10
$49.7M 1.57%
596,073
+259,453
11
$48.4M 1.53%
347,940
+20,640
12
$48.3M 1.53%
174,137
-260
13
$42M 1.33%
874,366
+95,360
14
$41.9M 1.33%
153,253
+15,329
15
$40.1M 1.27%
159,917
+12,548
16
$37M 1.17%
70
17
$36.4M 1.15%
706,258
+116,959
18
$35.4M 1.12%
253,280
-2,620
19
$32.8M 1.04%
55,580
-347
20
$31.1M 0.98%
70,408
+6,590
21
$30.9M 0.98%
395,597
-4,083
22
$30.7M 0.97%
106,633
-9,999
23
$29.8M 0.94%
303,932
+19,725
24
$29M 0.92%
351,128
+21,214
25
$29M 0.92%
177,969
+10,428
1
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