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
151
$4.09M 0.12%
56,627
+23,193
152
$4.06M 0.12%
53,967
-295
153
$4.06M 0.12%
32,632
+11,049
154
$4.03M 0.12%
87,825
+5,233
155
$3.74M 0.11%
37,335
-14,045
156
$3.67M 0.11%
50,995
-5,351
157
$3.61M 0.1%
58,582
-31,019
158
$3.56M 0.1%
78,189
-360
159
$3.55M 0.1%
70,860
+13,559
160
$3.52M 0.1%
102,979
+73,162
161
$3.5M 0.1%
47,377
-864
162
$3.49M 0.1%
51,748
-177
163
$3.33M 0.1%
42,928
-8,269
164
$3.27M 0.09%
37,410
+3,597
165
$3.25M 0.09%
150,948
+5,081
166
$3.24M 0.09%
102,947
-28,521
167
$3.21M 0.09%
121,565
-326
168
$3.19M 0.09%
20,070
-572
169
$3.15M 0.09%
42,484
-396
170
$3.07M 0.09%
55,778
+1,562
171
$2.93M 0.08%
71,065
+14,504
172
$2.92M 0.08%
78,965
-9,621
173
$2.87M 0.08%
20,296
-63
174
$2.78M 0.08%
55,208
+12,611
175
$2.72M 0.08%
16,011
-908
5 6
7
8 9