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
$299M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 13.08%
2 Financials 12.69%
3 Technology 11.76%
4 Industrials 9.35%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.31M 1.11%
44,926
-175
27
$3.25M 1.09%
20,346
-515
28
$3.2M 1.07%
20,852
+1,409
29
$3.17M 1.06%
33,136
-707
30
$3.13M 1.05%
48,082
+2,928
31
$3.08M 1.03%
63,291
+2,227
32
$3.03M 1.01%
32,142
+305
33
$3.02M 1.01%
28,822
-345
34
$3.02M 1.01%
99,325
+15,070
35
$3.02M 1.01%
41,552
+4,649
36
$2.93M 0.98%
37,118
-138
37
$2.87M 0.96%
71,574
+3,168
38
$2.86M 0.96%
70,556
+1,797
39
$2.83M 0.95%
36,258
+5,678
40
$2.77M 0.93%
33,388
+4,461
41
$2.77M 0.93%
108,216
+6,121
42
$2.74M 0.92%
111,211
+5,978
43
$2.69M 0.9%
32,769
+154
44
$2.57M 0.86%
39,317
+189
45
$2.5M 0.84%
42,712
+5,071
46
$2.39M 0.8%
24,358
+697
47
$2.35M 0.79%
96,755
+392
48
$2.32M 0.78%
40,936
+580
49
$2.09M 0.7%
19,928
+1,048
50
$1.97M 0.66%
48,283
+16,724