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
426
$41.9K ﹤0.01%
245
427
$40.8K ﹤0.01%
135
428
$40.3K ﹤0.01%
130
429
$40.1K ﹤0.01%
100
430
$38.8K ﹤0.01%
2,434
431
$37.9K ﹤0.01%
310
432
$37.1K ﹤0.01%
1,026
433
$36.9K ﹤0.01%
200
434
$36.9K ﹤0.01%
204
435
$36.7K ﹤0.01%
+571
436
$36.4K ﹤0.01%
1,050
437
$35.1K ﹤0.01%
500
438
$34.5K ﹤0.01%
836
439
$33.7K ﹤0.01%
335
440
$32.7K ﹤0.01%
417
441
$30.8K ﹤0.01%
328
+164
442
$30.5K ﹤0.01%
2,510
443
$30.3K ﹤0.01%
127
444
$29.9K ﹤0.01%
335
445
$29.4K ﹤0.01%
145
446
$28.3K ﹤0.01%
130
447
$28K ﹤0.01%
1,000
448
$27.1K ﹤0.01%
2,235
-1,356
449
$26.8K ﹤0.01%
1,480
450
$26K ﹤0.01%
120