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
$4.21B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.4M
3
+$8.66M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$7.84M
5
GLD icon
SPDR Gold Trust
GLD
+$7.22M

Top Sells

1
+$8.54M
2
+$8.42M
3
+$7.32M
4
NEE icon
NextEra Energy
NEE
+$7.18M
5
AAPL icon
Apple
AAPL
+$7.01M

Sector Composition

1 Technology 16.11%
2 Financials 13.85%
3 Healthcare 10.88%
4 Industrials 7.51%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$216M 5.12%
573,803
-17,483
2
$202M 4.8%
1,050,868
-36,407
3
$159M 3.77%
363,744
+7,346
4
$143M 3.41%
301,855
+34,167
5
$138M 3.28%
907,846
-35,184
6
$118M 2.81%
224,475
-6,318
7
$111M 2.64%
796,920
-34,087
8
$108M 2.57%
637,423
-26,066
9
$108M 2.56%
414,779
-8,584
10
$69.6M 1.65%
798,309
-19,891
11
$68.3M 1.62%
252,291
-27,041
12
$58.8M 1.4%
239,452
-20,942
13
$55.6M 1.32%
556,391
-30,399
14
$55.6M 1.32%
1,160,263
-60,199
15
$48.5M 1.15%
591,558
-66,034
16
$47.4M 1.13%
156,396
+3,033
17
$45.4M 1.08%
322,124
-8,552
18
$40M 0.95%
128,579
+18,046
19
$39.2M 0.93%
149,156
-4,609
20
$38.4M 0.91%
110,883
-617
21
$38M 0.9%
70
+2
22
$37.5M 0.89%
474,451
-8,784
23
$30.2M 0.72%
161,025
-11,851
24
$29.9M 0.71%
56,346
-285
25
$29.5M 0.7%
197,792
-27,333
1
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