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
$3.47B
AUM Growth
+$703M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$38.8M
3
+$38.8M
4
AAPL icon
Apple
AAPL
+$29.6M
5
JPM icon
JPMorgan Chase
JPM
+$28.3M

Top Sells

1
+$7.33M
2
+$6.2M
3
+$4.92M
4
UPS icon
United Parcel Service
UPS
+$4.56M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.05M

Sector Composition

1 Financials 13.91%
2 Healthcare 13.8%
3 Technology 12.8%
4 Industrials 8.68%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.04%
35,665
-15,687
227
$1.23M 0.04%
8,753
-2,729
228
$1.22M 0.04%
67,206
+1,165
229
$1.19M 0.03%
10,327
+278
230
$1.19M 0.03%
23,032
+151
231
$1.18M 0.03%
37,991
-1,501
232
$1.18M 0.03%
3,497
-6,382
233
$1.13M 0.03%
22,446
-14,918
234
$1.12M 0.03%
27,003
235
$1.11M 0.03%
4,178
+59
236
$1.11M 0.03%
15,983
237
$1.11M 0.03%
6,417
-35,777
238
$1.11M 0.03%
8,593
+4,978
239
$1.06M 0.03%
17,807
-1,056
240
$1.04M 0.03%
12,398
+5,947
241
$1.04M 0.03%
3,190
-13
242
$1.01M 0.03%
+36,763
243
$1M 0.03%
19,662
+13,305
244
$1M 0.03%
4,322
+95
245
$990K 0.03%
10,076
+6,534
246
$952K 0.03%
5,485
+173
247
$952K 0.03%
8,428
-280
248
$949K 0.03%
14,248
+33
249
$947K 0.03%
30,822
250
$929K 0.03%
3,769
-1,231
8 9
10
11 12