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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$6.29M
3
+$5.03M
4
AMZN icon
Amazon
AMZN
+$4.05M
5
JPM icon
JPMorgan Chase
JPM
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.3%
2 Technology 11.31%
3 Consumer Staples 11.06%
4 Healthcare 10.73%
5 Energy 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.35%
+183,456
27
$2.52M 1.31%
+40,182
28
$2.46M 1.28%
+32,943
29
$2.46M 1.28%
+34,349
30
$2.39M 1.24%
+32,653
31
$2.38M 1.24%
+59,391
32
$2.32M 1.21%
+98,100
33
$2.3M 1.2%
+27,293
34
$2.23M 1.16%
+46,028
35
$2.21M 1.15%
+28,694
36
$2.2M 1.14%
+43,639
37
$2.19M 1.14%
+27,257
38
$2.17M 1.13%
+42,077
39
$2.16M 1.13%
+34,275
40
$2.16M 1.12%
+21,875
41
$2.1M 1.09%
+83,426
42
$2.04M 1.06%
+32,886
43
$2.03M 1.06%
+33,546
44
$2.01M 1.05%
+44,076
45
$1.96M 1.02%
+17,767
46
$1.86M 0.97%
+65,257
47
$1.86M 0.97%
+31,318
48
$1.79M 0.93%
+35,827
49
$1.69M 0.88%
+18,897
50
$1.65M 0.86%
+28,779
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