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
126
$208K 0.11%
+6,690
127
$193K 0.1%
+10,195
128
$28K 0.01%
+628
129
$20K 0.01%
+90
130
$17K 0.01%
+760
131
$17K 0.01%
+320
132
$17K 0.01%
+200
133
$16K 0.01%
+268
134
$15K 0.01%
+3,450
135
$15K 0.01%
+150
136
$14K 0.01%
+130
137
$14K 0.01%
+1,128
138
$14K 0.01%
+210
139
$13K 0.01%
+400
140
$13K 0.01%
+450
141
$13K 0.01%
+500
142
$13K 0.01%
+120
143
$13K 0.01%
+130
144
$13K 0.01%
+150
145
$12K 0.01%
+910
146
$12K 0.01%
+180
147
$12K 0.01%
+1,570
148
$12K 0.01%
+180
149
$11K 0.01%
+2,725
150
$11K 0.01%
+198
4 5
6
7 8