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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.19M 0.59%
15,823
+73
52
$6.15M 0.58%
73,639
+8,876
53
$5.77M 0.55%
167,650
+9,051
54
$5.74M 0.55%
42,821
+5,458
55
$5.66M 0.54%
47,743
+5,143
56
$5.63M 0.54%
99,212
+4,061
57
$5.59M 0.53%
67,131
+4,305
58
$5.46M 0.52%
59,378
+3,821
59
$5.4M 0.51%
30,715
60
$5.29M 0.5%
66,842
-1,429
61
$5.14M 0.49%
108,126
+4,204
62
$5.02M 0.48%
35,431
+3,825
63
$5M 0.47%
76,788
64
$4.83M 0.46%
76,286
+2,236
65
$4.82M 0.46%
56,308
-2,460
66
$4.75M 0.45%
70,932
+9,428
67
$4.65M 0.44%
59,095
+2,471
68
$4.62M 0.44%
110,712
+19,824
69
$4.57M 0.43%
46,616
+3,221
70
$4.51M 0.43%
12,717
-592
71
$4.43M 0.42%
56,258
+487
72
$4.26M 0.4%
22,836
+2,201
73
$4.2M 0.4%
81,851
+858
74
$4.14M 0.39%
51,281
+4,657
75
$4.1M 0.39%
21,110
+1,186
1 2
3
4 5