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
526
$1.55K ﹤0.01%
19
527
$1.4K ﹤0.01%
+5
528
$1.36K ﹤0.01%
18
-31,957
529
$1.21K ﹤0.01%
+30
530
$1.12K ﹤0.01%
9
531
$1.09K ﹤0.01%
+20
532
$999 ﹤0.01%
+86
533
$896 ﹤0.01%
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534
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27
535
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14
536
$675 ﹤0.01%
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537
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$495 ﹤0.01%
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541
$420 ﹤0.01%
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542
$34 ﹤0.01%
4
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548
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550
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