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
476
$10.5K ﹤0.01%
325
-2,000
477
$10.1K ﹤0.01%
1,280
478
$9.42K ﹤0.01%
+116
479
$9.26K ﹤0.01%
479
480
$8.95K ﹤0.01%
27
481
$8.82K ﹤0.01%
195
-325
482
$8.67K ﹤0.01%
779
+96
483
$8.5K ﹤0.01%
175
+45
484
$8.03K ﹤0.01%
+57
485
$8K ﹤0.01%
+415
486
$7.4K ﹤0.01%
+300
487
$6.61K ﹤0.01%
34
488
$6.51K ﹤0.01%
+137
489
$6.49K ﹤0.01%
84
+34
490
$6.14K ﹤0.01%
+39
491
$5.77K ﹤0.01%
+231
492
$5.75K ﹤0.01%
200
493
$5.75K ﹤0.01%
895
494
$5.61K ﹤0.01%
378
495
$5.25K ﹤0.01%
188
-2
496
$5.1K ﹤0.01%
+474
497
$5.03K ﹤0.01%
+132
498
$4.8K ﹤0.01%
+38
499
$4.41K ﹤0.01%
+31
500
$4.36K ﹤0.01%
+78
18 19
20
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