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
201
$2.01M 0.06%
27,929
-1,877
202
$1.99M 0.06%
13,128
+1,861
203
$1.96M 0.06%
14,491
-375
204
$1.95M 0.06%
14,043
+4,640
205
$1.8M 0.05%
8,137
+4,158
206
$1.77M 0.05%
17,646
+3,068
207
$1.76M 0.05%
12,953
+3,967
208
$1.74M 0.05%
18,543
+1,300
209
$1.73M 0.05%
93,994
+2,124
210
$1.73M 0.05%
15,731
+6,981
211
$1.72M 0.05%
7,437
+246
212
$1.72M 0.05%
+9,363
213
$1.71M 0.05%
27,945
+2,094
214
$1.71M 0.05%
24,200
+4,666
215
$1.65M 0.05%
6,972
-222
216
$1.54M 0.04%
24,105
+15
217
$1.43M 0.04%
2,785
-115
218
$1.38M 0.04%
2,531
+182
219
$1.38M 0.04%
41,796
+532
220
$1.37M 0.04%
10,946
-392
221
$1.34M 0.04%
17,561
-47
222
$1.32M 0.04%
+12,552
223
$1.31M 0.04%
5,356
+71
224
$1.26M 0.04%
27,013
-7,019
225
$1.23M 0.04%
51,176
+2,840
7 8
9
10 11