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
451
$25.8K ﹤0.01%
100
452
$24.3K ﹤0.01%
376
453
$23.6K ﹤0.01%
2,234
454
$21.2K ﹤0.01%
1,145
455
$20.8K ﹤0.01%
175
456
$20.2K ﹤0.01%
180
457
$19.7K ﹤0.01%
30
458
$19.3K ﹤0.01%
2,255
459
$19.2K ﹤0.01%
130
460
$18.9K ﹤0.01%
130
461
$18.7K ﹤0.01%
125
462
$17.8K ﹤0.01%
282
463
$17.4K ﹤0.01%
+547
464
$14.5K ﹤0.01%
190
465
$13.8K ﹤0.01%
285
466
$13.7K ﹤0.01%
65
467
$13.5K ﹤0.01%
1,200
-2,500
468
$13.4K ﹤0.01%
176
469
$13.4K ﹤0.01%
206
470
$13.4K ﹤0.01%
+497
471
$13.3K ﹤0.01%
160
472
$12.8K ﹤0.01%
50
473
$12.5K ﹤0.01%
220
474
$12.2K ﹤0.01%
1,291
-12,592
475
$11K ﹤0.01%
+124