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
51
$18.4M 0.53%
7,469
-167
52
$18.4M 0.53%
368,580
+134,534
53
$18.1M 0.52%
276,458
-35,492
54
$18.1M 0.52%
545,177
+233,896
55
$17.8M 0.51%
120,433
+3,537
56
$17.3M 0.5%
37,911
+472
57
$17.2M 0.5%
159,127
+4,114
58
$17.1M 0.49%
146,560
-5,400
59
$16.7M 0.48%
92,524
+2,167
60
$16.5M 0.48%
53,564
+5,348
61
$16.5M 0.48%
124,418
+13,670
62
$16.4M 0.47%
44,919
+23
63
$16.4M 0.47%
62,286
+6,180
64
$16.1M 0.46%
68,393
+3,641
65
$16M 0.46%
91,751
-7,384
66
$15.4M 0.45%
319,260
+5,515
67
$15.3M 0.44%
35,778
+14,498
68
$15.3M 0.44%
72,144
+4,293
69
$15.2M 0.44%
303,586
+17,394
70
$14.8M 0.43%
59,537
-1,433
71
$14.5M 0.42%
492,699
-18,227
72
$14.4M 0.42%
20,388
-3,413
73
$14.3M 0.41%
36,883
-2,704
74
$13.4M 0.39%
138,106
-75,588
75
$13.4M 0.39%
299,355
+35,475
1 2
3
4 5