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
176
$7K ﹤0.01%
+425
177
$7K ﹤0.01%
+1,300
178
$6K ﹤0.01%
+230
179
$6K ﹤0.01%
+210
180
$6K ﹤0.01%
+25
181
$6K ﹤0.01%
+600
182
$5K ﹤0.01%
+81
183
$5K ﹤0.01%
+400
184
$5K ﹤0.01%
+114
185
$5K ﹤0.01%
+380
186
$5K ﹤0.01%
+220
187
$5K ﹤0.01%
+150
188
$5K ﹤0.01%
+670
189
$5K ﹤0.01%
+730
190
$5K ﹤0.01%
+350
191
$5K ﹤0.01%
+350
192
$5K ﹤0.01%
+170
193
$4K ﹤0.01%
+43
194
$4K ﹤0.01%
+650
195
$4K ﹤0.01%
+504
196
$4K ﹤0.01%
+125
197
$4K ﹤0.01%
+130
198
$4K ﹤0.01%
+203
199
$4K ﹤0.01%
+440
200
$4K ﹤0.01%
+150
5 6 7
8
9