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
351
$240K 0.01%
10,153
+46
352
$235K 0.01%
8,500
353
$234K 0.01%
2,763
-22
354
$233K 0.01%
5,046
+4,991
355
$233K 0.01%
+2,231
356
$232K 0.01%
3,581
-17
357
$232K 0.01%
3,606
+2,404
358
$230K 0.01%
19,807
-3,586
359
$226K 0.01%
+769
360
$223K 0.01%
1,040
+576
361
$223K 0.01%
4,996
+77
362
$221K 0.01%
5,404
363
$221K 0.01%
3,759
-231
364
$216K 0.01%
14,637
+2,949
365
$215K 0.01%
+4,244
366
$213K 0.01%
+2,623
367
$203K 0.01%
+3,173
368
$202K 0.01%
9,970
+50
369
$201K 0.01%
+3,475
370
$195K 0.01%
13,050
371
$174K 0.01%
12,350
+20
372
$170K ﹤0.01%
+10,626
373
$163K ﹤0.01%
9,847
374
$154K ﹤0.01%
130
375
$150K ﹤0.01%
3,147
+2,098
13 14
15
16 17