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
501
$4.22K ﹤0.01%
+75
502
$4.21K ﹤0.01%
132
+88
503
$3.98K ﹤0.01%
15
+6
504
$3.86K ﹤0.01%
350
505
$3.31K ﹤0.01%
+10
506
$3.28K ﹤0.01%
+74
507
$3.19K ﹤0.01%
+29
508
$3.18K ﹤0.01%
94
509
$3.15K ﹤0.01%
+52
510
$2.85K ﹤0.01%
45
511
$2.67K ﹤0.01%
240
+34
512
$2.6K ﹤0.01%
+37
513
$2.59K ﹤0.01%
+17
514
$2.48K ﹤0.01%
+99
515
$2.44K ﹤0.01%
60
+40
516
$2.4K ﹤0.01%
+49
517
$2.24K ﹤0.01%
57
518
$2.14K ﹤0.01%
+22
519
$2.04K ﹤0.01%
+5
520
$2K ﹤0.01%
10,000
521
$1.88K ﹤0.01%
+28
522
$1.82K ﹤0.01%
+161
523
$1.79K ﹤0.01%
+61
524
$1.75K ﹤0.01%
+21
525
$1.7K ﹤0.01%
+55
19 20
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