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
101
$332K 0.17%
+20,992
102
$329K 0.17%
+2,941
103
$329K 0.17%
+7,290
104
$326K 0.17%
+5,750
105
$323K 0.17%
+9,572
106
$322K 0.17%
+5,600
107
$310K 0.16%
+4,710
108
$302K 0.16%
+12,147
109
$295K 0.15%
+4,071
110
$293K 0.15%
+1,970
111
$287K 0.15%
+2,780
112
$276K 0.14%
+4,105
113
$268K 0.14%
+4,085
114
$268K 0.14%
+3,525
115
$263K 0.14%
+17,564
116
$260K 0.14%
+4,450
117
$252K 0.13%
+16,250
118
$248K 0.13%
+5,996
119
$246K 0.13%
+5,263
120
$240K 0.12%
+2,012
121
$230K 0.12%
+2,060
122
$225K 0.12%
+23,650
123
$214K 0.11%
+3,744
124
$214K 0.11%
+9,900
125
$210K 0.11%
+5,409
3 4
5
6 7