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
276
$617K 0.02%
8,103
+4,982
277
$617K 0.02%
3,237
+735
278
$609K 0.02%
8,871
-248
279
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5,481
280
$599K 0.02%
21,600
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281
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11,189
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282
$565K 0.02%
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-824
283
$556K 0.02%
11,845
284
$553K 0.02%
1,280
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285
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32,324
-2,640
286
$550K 0.02%
5,884
287
$547K 0.02%
14,437
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288
$532K 0.02%
29,043
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289
$526K 0.02%
44,341
-4,029
290
$505K 0.01%
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-53
291
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292
$481K 0.01%
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293
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8,416
-1,431
294
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8,397
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295
$474K 0.01%
22,389
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296
$460K 0.01%
4,422
297
$452K 0.01%
3,882
+2,588
298
$452K 0.01%
1,277
+4
299
$446K 0.01%
4,489
-234
300
$442K 0.01%
4,763
+666
10 11
12
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