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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.13M 0.3%
33,739
+835
102
$3.04M 0.29%
39,389
+4,251
103
$3.03M 0.29%
49,716
+2,568
104
$3.01M 0.29%
8,966
-335
105
$2.97M 0.28%
33,983
+710
106
$2.96M 0.28%
28,232
-2,167
107
$2.96M 0.28%
68,731
+10,344
108
$2.88M 0.27%
21,677
+690
109
$2.88M 0.27%
51,289
+4,059
110
$2.87M 0.27%
45,651
+21,565
111
$2.86M 0.27%
65,846
+6,072
112
$2.84M 0.27%
22,342
-4,165
113
$2.83M 0.27%
54,506
-122
114
$2.74M 0.26%
20,273
+3,394
115
$2.73M 0.26%
153,802
+14,105
116
$2.69M 0.26%
73,811
+3,318
117
$2.68M 0.25%
39,256
-442
118
$2.67M 0.25%
38,321
+398
119
$2.58M 0.24%
12,334
+2,811
120
$2.57M 0.24%
38,976
+5,995
121
$2.52M 0.24%
45,654
+3,688
122
$2.52M 0.24%
16,113
+725
123
$2.45M 0.23%
18,372
+214
124
$2.44M 0.23%
13,326
+3,811
125
$2.42M 0.23%
21,939
+1,037
3 4
5
6 7