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
1
$9.64M 3.23%
216,801
-11,954
2
$7.59M 2.54%
118,287
+29,305
3
$7.4M 2.48%
237,968
+940
4
$5.44M 1.82%
72,287
-1,629
5
$5.26M 1.76%
25,467
+1,362
6
$5.1M 1.71%
59,956
-66
7
$4.86M 1.62%
41,057
-251
8
$4.61M 1.54%
247,840
-4,620
9
$4.39M 1.47%
159,437
-10,849
10
$4.33M 1.45%
43,549
-236
11
$4.29M 1.44%
78,878
+174
12
$4.19M 1.4%
35,263
+1,601
13
$4.15M 1.39%
47,657
+2,008
14
$3.95M 1.32%
65,132
+2,192
15
$3.93M 1.32%
47,996
+1,715
16
$3.87M 1.29%
123,592
-14,564
17
$3.85M 1.29%
55,532
+66
18
$3.78M 1.26%
92,923
+3,985
19
$3.73M 1.25%
86,377
-2,053
20
$3.64M 1.22%
36,222
-1,176
21
$3.62M 1.21%
61,270
+11,292
22
$3.6M 1.2%
57,755
+6,236
23
$3.49M 1.17%
33,847
-153
24
$3.42M 1.14%
31,567
-550
25
$3.33M 1.11%
41,441
+1,065