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
76
$13.3M 0.38%
65,300
+210
77
$13.3M 0.38%
40,021
+100
78
$13.1M 0.38%
144,300
-1,259
79
$12.9M 0.37%
158,207
+3,227
80
$12.7M 0.37%
418,024
+57,452
81
$12.7M 0.37%
105,499
+30,280
82
$12.4M 0.36%
130,932
-1,442
83
$11.8M 0.34%
26,598
+65
84
$11.5M 0.33%
267,713
-44,887
85
$11.4M 0.33%
34,126
-7,065
86
$11.3M 0.33%
80,482
+25,628
87
$11.2M 0.32%
129,309
-7,728
88
$10.8M 0.31%
99,495
+10,434
89
$10.2M 0.3%
153,746
+809
90
$10.1M 0.29%
99,351
-7,616
91
$9.77M 0.28%
193,905
-2,919
92
$9.72M 0.28%
42,555
+218
93
$9.62M 0.28%
310,418
+953
94
$9.46M 0.27%
111,615
-408
95
$9.33M 0.27%
27,169
+554
96
$9.24M 0.27%
29,972
+281
97
$9.11M 0.26%
64,667
+7,811
98
$9.11M 0.26%
127,510
+10,776
99
$9.06M 0.26%
53,862
-10,447
100
$9.04M 0.26%
44,662
-102
2 3
4
5 6