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
76
$787K 0.41%
+37,464
77
$785K 0.41%
+10,363
78
$698K 0.36%
+8,122
79
$689K 0.36%
+15,502
80
$647K 0.34%
+22,258
81
$633K 0.33%
+18,375
82
$631K 0.33%
+24,192
83
$625K 0.33%
+15,915
84
$611K 0.32%
+16,750
85
$527K 0.27%
+10,567
86
$523K 0.27%
+12,674
87
$503K 0.26%
+6,079
88
$491K 0.26%
+18,485
89
$451K 0.23%
+12,929
90
$435K 0.23%
+13,771
91
$375K 0.2%
+4,550
92
$359K 0.19%
+15,545
93
$358K 0.19%
+14,314
94
$357K 0.19%
+8,058
95
$357K 0.19%
+7,463
96
$355K 0.18%
+1,580
97
$355K 0.18%
+10,970
98
$351K 0.18%
+7,200
99
$343K 0.18%
+415
100
$342K 0.18%
+5,204
2 3
4
5 6