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
201
$216K 0.07%
+4,870
202
$214K 0.07%
1,883
203
$214K 0.07%
+4,230
204
$211K 0.07%
+3,770
205
$209K 0.07%
7,150
-550
206
$208K 0.07%
6,892
+17
207
$207K 0.07%
2,465
+70
208
$207K 0.07%
8,000
209
$206K 0.07%
11,990
210
$202K 0.07%
2,083
-96
211
$201K 0.07%
6,510
212
$201K 0.07%
+9,582
213
$114K 0.04%
750
-160
214
$50K 0.02%
+16,000
215
$30K 0.01%
+450
216
$29K 0.01%
1,348
-40
217
$27K 0.01%
2,857
218
$17K 0.01%
+300
219
$15K 0.01%
+400
220
$15K 0.01%
260
-500
221
$14K ﹤0.01%
182
222
$10K ﹤0.01%
230
-230
223
$9K ﹤0.01%
378
224
$8K ﹤0.01%
+119
225
$6K ﹤0.01%
41
-41