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
$1.84B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$6.67M
2 +$6.1M
3 +$4.82M
4
CVS icon
CVS Health
CVS
+$3.44M
5
AMGN icon
Amgen
AMGN
+$2.34M

Sector Composition

1 Technology 10.86%
2 Financials 10.13%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11K ﹤0.01%
744
402
$10K ﹤0.01%
440
403
$10K ﹤0.01%
350
404
$9K ﹤0.01%
289
+200
405
$9K ﹤0.01%
2,314
406
$8K ﹤0.01%
50
407
$8K ﹤0.01%
295
408
$8K ﹤0.01%
+176
409
$8K ﹤0.01%
101
410
$7K ﹤0.01%
100
411
$7K ﹤0.01%
378
412
$6K ﹤0.01%
100
413
$6K ﹤0.01%
200
414
$5K ﹤0.01%
60
415
$5K ﹤0.01%
+200
416
$5K ﹤0.01%
44
417
$5K ﹤0.01%
300
418
$4K ﹤0.01%
320
419
$4K ﹤0.01%
65
420
$4K ﹤0.01%
18
421
$4K ﹤0.01%
113
422
$4K ﹤0.01%
1,751
423
$3K ﹤0.01%
113
424
$3K ﹤0.01%
38
425
$3K ﹤0.01%
125