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
126
$2.38M 0.23%
42,640
+3,360
127
$2.35M 0.22%
40,595
+3,942
128
$2.33M 0.22%
12,328
+1,882
129
$2.33M 0.22%
29,793
+6,274
130
$2.27M 0.22%
83,181
131
$2.2M 0.21%
34,761
-947
132
$2.12M 0.2%
26,720
+4,988
133
$2.11M 0.2%
15,114
+713
134
$2.06M 0.2%
42,854
-1,658
135
$2.05M 0.2%
31,490
-3,511
136
$1.99M 0.19%
26,435
137
$1.99M 0.19%
59,999
+3,280
138
$1.91M 0.18%
29,439
-590
139
$1.87M 0.18%
9,192
-111
140
$1.76M 0.17%
28,255
+9,000
141
$1.71M 0.16%
18,231
+768
142
$1.69M 0.16%
12,805
-149
143
$1.69M 0.16%
10,256
-2,225
144
$1.61M 0.15%
25,653
-5,627
145
$1.59M 0.15%
20,302
+2,329
146
$1.58M 0.15%
29,864
+14,100
147
$1.56M 0.15%
21,142
148
$1.55M 0.15%
14,049
-882
149
$1.54M 0.15%
61,877
150
$1.51M 0.14%
10,763
+620
4 5
6
7 8