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
401
$66.3K ﹤0.01%
5,825
402
$65.8K ﹤0.01%
1,599
403
$65.2K ﹤0.01%
270
404
$63.1K ﹤0.01%
445
405
$60.8K ﹤0.01%
296
406
$56.7K ﹤0.01%
623
407
$56.5K ﹤0.01%
1,125
408
$55.7K ﹤0.01%
2,000
409
$55.6K ﹤0.01%
+2,420
410
$55.1K ﹤0.01%
1,170
411
$55K ﹤0.01%
2,500
-2,413
412
$54.9K ﹤0.01%
3,051
413
$54.1K ﹤0.01%
662
414
$54K ﹤0.01%
440
-431
415
$53.5K ﹤0.01%
6,000
+4,000
416
$53K ﹤0.01%
323
417
$50.4K ﹤0.01%
1,075
418
$50K ﹤0.01%
209
419
$49.4K ﹤0.01%
1,000
420
$47.2K ﹤0.01%
442
421
$45.1K ﹤0.01%
560
422
$44.9K ﹤0.01%
375
423
$44K ﹤0.01%
1,102
424
$42.7K ﹤0.01%
630
425
$42.2K ﹤0.01%
490