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
151
$1.5M 0.14%
46,460
152
$1.45M 0.14%
9,250
+100
153
$1.43M 0.14%
10,528
+240
154
$1.37M 0.13%
49,519
+1,995
155
$1.36M 0.13%
47,802
-23,529
156
$1.33M 0.13%
16,414
157
$1.3M 0.12%
26,413
+2,717
158
$1.3M 0.12%
11,321
+2,305
159
$1.29M 0.12%
6,564
+5
160
$1.28M 0.12%
14,196
161
$1.28M 0.12%
12,599
-1,043
162
$1.25M 0.12%
25,310
-4,783
163
$1.24M 0.12%
18,094
-13,481
164
$1.23M 0.12%
10,106
-7,223
165
$1.22M 0.12%
16,536
166
$1.21M 0.11%
16,853
-1,066
167
$1.17M 0.11%
54,966
-225
168
$1.17M 0.11%
20,760
+4,168
169
$1.15M 0.11%
7,377
+485
170
$1.14M 0.11%
5,910
+2,445
171
$1.09M 0.1%
21,076
+11,850
172
$1.09M 0.1%
537
+93
173
$1.09M 0.1%
28,294
+2,278
174
$1.03M 0.1%
7,695
-2,201
175
$1.03M 0.1%
25,392
+788
5 6
7
8 9