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
101
$828K 0.28%
29,068
-6,000
102
$784K 0.26%
8,039
+750
103
$781K 0.26%
19,597
+6,268
104
$769K 0.26%
7,167
+65
105
$763K 0.26%
4,416
+25
106
$762K 0.26%
13,547
+2,328
107
$753K 0.25%
8,135
-1,417
108
$741K 0.25%
39,136
-8,258
109
$736K 0.25%
13,500
-162
110
$703K 0.24%
19,392
+3,262
111
$677K 0.23%
7,840
112
$677K 0.23%
8,735
+260
113
$665K 0.22%
1,576
114
$660K 0.22%
15,168
+1,838
115
$658K 0.22%
12,490
116
$644K 0.22%
16,065
+150
117
$640K 0.21%
9,429
+2,161
118
$638K 0.21%
7,580
+616
119
$622K 0.21%
+6,855
120
$607K 0.2%
7,585
+4,175
121
$604K 0.2%
6,385
122
$600K 0.2%
18,215
+8,269
123
$600K 0.2%
10,450
-1,050
124
$592K 0.2%
10,792
-595
125
$579K 0.19%
16,010
-125