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
326
$316K 0.01%
5,131
+4,319
327
$315K 0.01%
9,106
+5,049
328
$313K 0.01%
3,479
-512
329
$310K 0.01%
4,281
-222
330
$309K 0.01%
+11,497
331
$303K 0.01%
3,054
332
$299K 0.01%
5,413
+862
333
$298K 0.01%
21,488
+392
334
$295K 0.01%
13,494
+51
335
$295K 0.01%
9,267
336
$295K 0.01%
3,090
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337
$294K 0.01%
7,958
+2,275
338
$292K 0.01%
8,680
+4,335
339
$291K 0.01%
+6,470
340
$283K 0.01%
2,150
341
$274K 0.01%
5,712
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342
$265K 0.01%
518
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343
$263K 0.01%
5,424
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344
$259K 0.01%
+2,296
345
$257K 0.01%
5,507
+1,109
346
$256K 0.01%
1,892
347
$255K 0.01%
+1,703
348
$251K 0.01%
6,194
-440
349
$250K 0.01%
774
350
$242K 0.01%
4,804
-4,635
12 13
14
15 16