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
101
$8.83M 0.25%
35,877
-1,434
102
$8.72M 0.25%
48,956
+2,241
103
$8.68M 0.25%
37,974
+702
104
$8.46M 0.24%
85,008
-2,354
105
$8.37M 0.24%
101,469
+8,051
106
$8.21M 0.24%
210,092
-1,837
107
$8.09M 0.23%
12,847
+19
108
$7.91M 0.23%
30,019
+1,983
109
$7.88M 0.23%
351,982
110
$7.34M 0.21%
98,808
-5,488
111
$7.33M 0.21%
71,451
+32,027
112
$7.25M 0.21%
49,995
+2,553
113
$7.15M 0.21%
85,851
-85
114
$7.07M 0.2%
84,540
-8,937
115
$7.05M 0.2%
62,222
+30,216
116
$7.03M 0.2%
100,103
+431
117
$6.85M 0.2%
32,921
-35
118
$6.73M 0.19%
58,574
-26,312
119
$6.7M 0.19%
77,338
-4,886
120
$6.54M 0.19%
27,303
+6,290
121
$6.42M 0.19%
63,546
+600
122
$6.14M 0.18%
67,195
+4,251
123
$6.06M 0.17%
128,226
-639
124
$5.96M 0.17%
177,149
-3,638
125
$5.9M 0.17%
29,434
-3,855
3 4
5
6 7