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
151
$10K 0.01%
+460
152
$10K 0.01%
+220
153
$10K 0.01%
+233
154
$10K 0.01%
+160
155
$10K 0.01%
+190
156
$10K 0.01%
+65
157
$10K 0.01%
+830
158
$10K 0.01%
+190
159
$10K 0.01%
+249
160
$10K 0.01%
+440
161
$9K ﹤0.01%
+250
162
$9K ﹤0.01%
+340
163
$9K ﹤0.01%
+182
164
$9K ﹤0.01%
+254
165
$9K ﹤0.01%
+320
166
$9K ﹤0.01%
+650
167
$8K ﹤0.01%
+225
168
$8K ﹤0.01%
+82
169
$8K ﹤0.01%
+730
170
$8K ﹤0.01%
+338
171
$8K ﹤0.01%
+260
172
$8K ﹤0.01%
+200
173
$7K ﹤0.01%
+160
174
$7K ﹤0.01%
+210
175
$7K ﹤0.01%
+470
5 6
7
8 9