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
176
$2.69M 0.08%
26,658
+4,629
177
$2.69M 0.08%
167,020
+134,412
178
$2.67M 0.08%
43,808
-8,685
179
$2.66M 0.08%
15,183
-621
180
$2.63M 0.08%
26,495
+753
181
$2.61M 0.08%
35,893
+64
182
$2.54M 0.07%
27,688
-377
183
$2.47M 0.07%
13,150
-417
184
$2.45M 0.07%
12,306
+258
185
$2.37M 0.07%
88,717
-22,696
186
$2.3M 0.07%
19,528
+4,735
187
$2.3M 0.07%
16,908
-8,247
188
$2.27M 0.07%
15,229
+7,328
189
$2.27M 0.07%
27,050
-750
190
$2.26M 0.07%
23,296
-580
191
$2.24M 0.06%
28,399
-667
192
$2.2M 0.06%
21,865
+5,357
193
$2.16M 0.06%
41,397
-1,744
194
$2.14M 0.06%
9,705
+3,025
195
$2.13M 0.06%
23,538
-5,320
196
$2.07M 0.06%
83,181
197
$2.06M 0.06%
+71,200
198
$2.05M 0.06%
6,961
+3,880
199
$2.04M 0.06%
43,883
-3,952
200
$2.01M 0.06%
12,170
-396
6 7
8
9 10