PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$6.29M
3
+$5.03M
4
AMZN icon
Amazon
AMZN
+$4.05M
5
JPM icon
JPMorgan Chase
JPM
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.3%
2 Technology 11.31%
3 Consumer Staples 11.06%
4 Healthcare 10.73%
5 Energy 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.82%
+40,760
52
$1.54M 0.8%
+27,619
53
$1.5M 0.78%
+12,711
54
$1.46M 0.76%
+17,250
55
$1.44M 0.75%
+28,360
56
$1.43M 0.74%
+53,991
57
$1.34M 0.7%
+19,800
58
$1.3M 0.68%
+37,651
59
$1.28M 0.66%
+19,400
60
$1.2M 0.62%
+44,930
61
$1.2M 0.62%
+25,668
62
$1.2M 0.62%
+54,990
63
$1.09M 0.57%
+37,375
64
$1.07M 0.56%
+24,286
65
$1.06M 0.55%
+17,654
66
$1.01M 0.52%
+16,313
67
$975K 0.51%
+25,360
68
$968K 0.5%
+21,579
69
$899K 0.47%
+27,093
70
$893K 0.46%
+24,480
71
$881K 0.46%
+25,194
72
$878K 0.46%
+19,637
73
$860K 0.45%
+12,939
74
$844K 0.44%
+8,239
75
$813K 0.42%
+9,696
1 2
3
4 5