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
76
$1.26M 0.42%
36,298
+302
77
$1.26M 0.42%
19,589
-328
78
$1.25M 0.42%
15,699
+262
79
$1.23M 0.41%
35,924
+4,174
80
$1.19M 0.4%
45,697
+4,003
81
$1.16M 0.39%
13,383
-252
82
$1.14M 0.38%
24,128
+3,024
83
$1.1M 0.37%
42,680
84
$1.1M 0.37%
27,393
+81
85
$1.09M 0.36%
21,698
-1,406
86
$1.08M 0.36%
18,204
-700
87
$1.07M 0.36%
19,972
+4,540
88
$1.05M 0.35%
3,783
+1,197
89
$1.02M 0.34%
18,817
+2,204
90
$981K 0.33%
32,695
+3,764
91
$960K 0.32%
23,362
-225
92
$952K 0.32%
8,324
+1,406
93
$943K 0.32%
4,647
+575
94
$918K 0.31%
16,703
+2,262
95
$911K 0.3%
10,384
+479
96
$898K 0.3%
5,985
-242
97
$891K 0.3%
8,634
+17
98
$887K 0.3%
14,159
+1,574
99
$864K 0.29%
14,408
+2,825
100
$839K 0.28%
33,303