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
1
$144M 4.15%
1,108,250
+227,541
2
$142M 4.09%
591,202
+161,634
3
$126M 3.64%
359,403
-8,226
4
$120M 3.46%
226,278
+88,395
5
$103M 2.97%
268,901
+50,993
6
$85.8M 2.48%
640,065
+210,876
7
$84.4M 2.44%
351,808
+161,552
8
$82.3M 2.37%
395,920
+127,293
9
$61.3M 1.77%
694,734
+291,930
10
$59.1M 1.71%
703,593
+279,010
11
$56.2M 1.62%
766,222
-5,265
12
$54.1M 1.56%
490,030
+123,571
13
$50.5M 1.46%
1,203,575
+302,248
14
$49.8M 1.44%
240,567
+76,475
15
$46.1M 1.33%
479,878
+161,146
16
$41.6M 1.2%
85,467
-1,007
17
$40.5M 1.17%
508,558
+292,075
18
$39.9M 1.15%
222,251
+17,994
19
$39.1M 1.13%
481,546
+46,400
20
$34.8M 1%
162,476
-1,854
21
$34.7M 1%
372,003
+170,659
22
$34.5M 1%
144,537
-360
23
$32.8M 0.95%
70
24
$32.5M 0.94%
102,874
+12,561
25
$31M 0.9%
56,342
+633
1
2 3 4 5