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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$9.88M
4
XOM icon
Exxon Mobil
XOM
+$8.72M
5
UNH icon
UnitedHealth
UNH
+$8.07M

Top Sells

1
+$25.2M
2
+$18.6M
3
+$13.5M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.88M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$243M 4.88%
564,376
-2,874
2
$220M 4.43%
945,378
-107,958
3
$190M 3.82%
360,184
-4,666
4
$182M 3.65%
316,590
+11,966
5
$166M 3.34%
891,176
-9,494
6
$142M 2.86%
243,140
+13,794
7
$135M 2.7%
811,354
-8,338
8
$132M 2.66%
626,920
-3,916
9
$118M 2.37%
428,607
+1,372
10
$104M 2.09%
255,844
-5,865
11
$86.4M 1.74%
736,798
+74,419
12
$77.7M 1.56%
793,255
+6,445
13
$67.1M 1.35%
178,856
+1,158
14
$61.1M 1.23%
247,694
+6,211
15
$58.4M 1.17%
152,206
+2,057
16
$54.7M 1.1%
450,064
+24,647
17
$54.5M 1.09%
1,031,418
-60,745
18
$51.2M 1.03%
306,458
+1,718
19
$44.9M 0.9%
165,664
+1,106
20
$43.2M 0.87%
106,541
-1,708
21
$42.5M 0.85%
155,408
+565
22
$38.1M 0.77%
324,024
-5,178
23
$36.3M 0.73%
62,183
-19
24
$36.3M 0.73%
62,958
+6,032
25
$35.9M 0.72%
52
-8
1
2 3 4 5