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
$299M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 13.08%
2 Financials 12.69%
3 Technology 11.76%
4 Industrials 9.35%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.97M 0.66%
37,791
-649
52
$1.91M 0.64%
34,769
+1,408
53
$1.91M 0.64%
18,924
-1
54
$1.91M 0.64%
33,341
+1,608
55
$1.89M 0.63%
24,206
+1,553
56
$1.85M 0.62%
18,661
+3,847
57
$1.84M 0.62%
41,658
+8,016
58
$1.8M 0.6%
26,548
+1,376
59
$1.75M 0.58%
61,218
+4,114
60
$1.71M 0.57%
22,211
+2,188
61
$1.7M 0.57%
33,957
+372
62
$1.6M 0.53%
22,500
+150
63
$1.58M 0.53%
18,884
-73
64
$1.54M 0.52%
35,222
+4,665
65
$1.53M 0.51%
30,657
+858
66
$1.53M 0.51%
11,061
-1,680
67
$1.51M 0.51%
45,799
+3,358
68
$1.47M 0.49%
15,819
+4,539
69
$1.47M 0.49%
21,163
+120
70
$1.46M 0.49%
40,357
-9,745
71
$1.44M 0.48%
27,649
+3,841
72
$1.44M 0.48%
18,279
+259
73
$1.42M 0.47%
21,660
-400
74
$1.36M 0.46%
25,726
-326
75
$1.29M 0.43%
8,495
+39