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
$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
201
$3K ﹤0.01%
+200
202
$3K ﹤0.01%
+140
203
$3K ﹤0.01%
+90
204
$3K ﹤0.01%
+180
205
$3K ﹤0.01%
+133
206
$3K ﹤0.01%
+90
207
$3K ﹤0.01%
+400
208
$3K ﹤0.01%
+21
209
$2K ﹤0.01%
+360
210
0
211
$1K ﹤0.01%
+60
212
$1K ﹤0.01%
+23