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
376
$141K ﹤0.01%
649
377
$137K ﹤0.01%
12,583
378
$134K ﹤0.01%
2,710
379
$133K ﹤0.01%
1,778
380
$131K ﹤0.01%
10,538
-120
381
$129K ﹤0.01%
5,169
+3,303
382
$119K ﹤0.01%
836
383
$117K ﹤0.01%
+14,684
384
$116K ﹤0.01%
+2,825
385
$115K ﹤0.01%
810
+540
386
$115K ﹤0.01%
1,260
387
$114K ﹤0.01%
358
388
$114K ﹤0.01%
1,530
389
$111K ﹤0.01%
6,000
390
$108K ﹤0.01%
75
391
$108K ﹤0.01%
901
392
$93.7K ﹤0.01%
450
393
$90.3K ﹤0.01%
6,000
394
$88.9K ﹤0.01%
2,334
395
$84.1K ﹤0.01%
300
396
$79.6K ﹤0.01%
1,384
-792
397
$78.6K ﹤0.01%
625
398
$70.8K ﹤0.01%
660
399
$69.7K ﹤0.01%
250
400
$67.2K ﹤0.01%
1,892
14 15
16
17 18