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
126
$5.8M 0.17%
81,446
+9,753
127
$5.76M 0.17%
99,432
-568
128
$5.66M 0.16%
51,577
-19,425
129
$5.43M 0.16%
57,187
+2,073
130
$5.4M 0.16%
369,260
+6,440
131
$5.4M 0.16%
118,050
+2,721
132
$5.38M 0.16%
112,920
+6,768
133
$5.31M 0.15%
51,546
+98
134
$5.21M 0.15%
33,219
+828
135
$5.2M 0.15%
131,993
-5,372
136
$5.15M 0.15%
2,556
-28
137
$5.11M 0.15%
48,513
+1,500
138
$5.08M 0.15%
19,093
-1,023
139
$4.85M 0.14%
57,922
+2,687
140
$4.67M 0.13%
44,319
-6,837
141
$4.64M 0.13%
25,287
-3
142
$4.57M 0.13%
373,338
143
$4.55M 0.13%
91,074
-507
144
$4.5M 0.13%
55,012
+5,977
145
$4.49M 0.13%
37,338
-6,773
146
$4.44M 0.13%
12,772
+21
147
$4.35M 0.13%
81,375
+44,585
148
$4.22M 0.12%
56,871
+21,399
149
$4.21M 0.12%
71,908
+8,846
150
$4.17M 0.12%
30,778
-18,928
4 5
6
7 8