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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.4M 6.11%
1,049,335
-7,942
2
$28.6M 2.71%
105,362
-5,277
3
$25.9M 2.46%
180,331
-7,151
4
$23.5M 2.23%
289,693
-46,572
5
$21.4M 2.04%
217,322
+5,784
6
$19.9M 1.89%
163,959
-7,707
7
$18.6M 1.77%
402,504
+5,280
8
$17.1M 1.62%
200,720
+8,300
9
$16.9M 1.6%
215,807
+82,396
10
$15.5M 1.47%
148,315
+15,233
11
$13.4M 1.28%
313,452
+31,327
12
$12.3M 1.17%
247,194
+15,739
13
$12.2M 1.16%
81,517
+5,725
14
$12M 1.14%
98,896
+12,044
15
$11.9M 1.13%
144,296
+8,945
16
$11.6M 1.1%
73,769
-799
17
$11.6M 1.1%
47,334
+2,293
18
$11.5M 1.09%
171,168
+18,245
19
$11.4M 1.08%
89,983
+3,399
20
$11M 1.05%
37,315
+2,496
21
$10.8M 1.02%
276,940
+13,145
22
$10.2M 0.97%
37,307
+6,964
23
$10.1M 0.96%
182,866
+7,125
24
$10.1M 0.96%
239,069
+18,062
25
$9.92M 0.94%
107,100
+2,737
1
2 3 4 5