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
$299M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 13.08%
2 Financials 12.69%
3 Technology 11.76%
4 Industrials 9.35%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$276K 0.09%
4,824
-123
177
$269K 0.09%
16,992
178
$269K 0.09%
2,075
-505
179
$268K 0.09%
5,640
+60
180
$263K 0.09%
3,715
+215
181
$256K 0.09%
+862
182
$255K 0.09%
1,405
+20
183
$247K 0.08%
3,707
184
$246K 0.08%
2,301
+222
185
$241K 0.08%
5,203
-693
186
$241K 0.08%
7,380
187
$240K 0.08%
5,601
188
$238K 0.08%
1,580
189
$234K 0.08%
+9,765
190
$232K 0.08%
7,230
191
$232K 0.08%
+3,291
192
$227K 0.08%
2,208
193
$225K 0.08%
+3,675
194
$223K 0.07%
985
195
$221K 0.07%
+2,627
196
$218K 0.07%
1
197
$217K 0.07%
+2,180
198
$216K 0.07%
+5,140
199
$216K 0.07%
8,370
200
$216K 0.07%
2,790
+20