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
251
$921K 0.03%
13,488
+5,992
252
$918K 0.03%
16,410
+140
253
$883K 0.03%
+36,284
254
$877K 0.03%
6,851
-1,534
255
$824K 0.02%
26,981
-36,252
256
$815K 0.02%
5,808
+59
257
$813K 0.02%
13,389
258
$798K 0.02%
+10,709
259
$779K 0.02%
2,797
-7,923
260
$773K 0.02%
2,658
+16
261
$770K 0.02%
10,057
262
$762K 0.02%
4,238
-326
263
$754K 0.02%
4,295
264
$752K 0.02%
15,373
265
$752K 0.02%
5,163
-807
266
$737K 0.02%
+25,728
267
$728K 0.02%
1,332
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268
$690K 0.02%
8,885
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269
$659K 0.02%
3,783
+2,283
270
$657K 0.02%
1,752
-61
271
$651K 0.02%
2,954
+20
272
$636K 0.02%
4,800
273
$623K 0.02%
4,803
+149
274
$623K 0.02%
1,600
-122
275
$618K 0.02%
5,513
9 10
11
12 13