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
26
$30.8M 0.89%
622,364
-55,199
27
$30.2M 0.87%
774,062
+314,160
28
$29.4M 0.85%
265,059
+3,789
29
$29M 0.84%
164,066
+3,769
30
$27.8M 0.8%
218,811
+11,474
31
$27.1M 0.78%
305,022
+41,193
32
$26.8M 0.77%
207,282
+12,095
33
$25.4M 0.73%
157,462
+5,357
34
$25.3M 0.73%
166,864
+14,969
35
$24.2M 0.7%
321,585
-65,409
36
$23.9M 0.69%
111,485
+49,710
37
$23.7M 0.68%
283,726
+3,162
38
$23.6M 0.68%
254,248
+156,334
39
$22.3M 0.64%
116,550
+1,298
40
$21.2M 0.61%
192,690
+119,861
41
$21M 0.61%
481,886
+37,436
42
$20.9M 0.6%
54,519
+15,470
43
$20.7M 0.6%
324,877
+2,996
44
$20.2M 0.58%
394,148
+23,173
45
$19.9M 0.57%
126,647
+3,428
46
$19.6M 0.57%
129,419
+18,065
47
$19.4M 0.56%
90,847
-14,289
48
$19M 0.55%
109,045
-26,248
49
$18.8M 0.54%
538,155
+223
50
$18.8M 0.54%
241,426
+123,884
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