PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.18B
1-Year Est. Return
16.01%
1 Year Est. Return
+16.01%
AUM
$4.75B
AUM Growth
-$209M
(-4.2%)
Holding
559
Top Buys
| 1 | +$13M | |
| 2 | +$11.1M | |
| 3 | +$10.3M | |
| 4 |
Bank of New York Mellon
BK
|
+$8.24M |
| 5 |
Broadcom
AVGO
|
+$7.64M |
Top Sells
| 1 | +$49.3M | |
| 2 | +$45M | |
| 3 | +$44.7M | |
| 4 |
JPMorgan Chase
JPM
|
+$34.6M |
| 5 |
Visa
V
|
+$32.1M |
Sector Composition
| 1 | Technology | 17.01% |
| 2 | Financials | 14.97% |
| 3 | Healthcare | 7.63% |
| 4 | Industrials | 7.32% |
| 5 | Consumer Discretionary | 6.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.69T
| $238M | 5% |
478,026
-89,898
|
|
||
2
SPDR S&P 500 ETF Trust
SPY
$666B
| $199M | 4.18% |
321,285
-11,454
|
|
||
3
Vanguard S&P 500 ETF
VOO
$764B
| $195M | 4.09% |
342,541
-17,263
|
|
||
4
Apple
AAPL
$3.97T
| $170M | 3.58% |
829,224
-93,866
|
|
||
5
Amazon
AMZN
$2.61T
| $145M | 3.05% |
660,333
-224,738
|
|
||
|
6
JPMorgan Chase
JPM
$855B
| $143M | 3.01% |
494,218
-119,507
|
|
||
|
7
Visa
V
$648B
| $121M | 2.54% |
339,736
-90,454
|
|
||
8
Alphabet (Google) Class A
GOOGL
$3.36T
| $98.5M | 2.07% |
559,036
-255,268
|
|
||
9
iShares Russell 1000 Growth ETF
IWF
$123B
| $75.7M | 1.59% |
178,269
-690
|
|
||
10
HCA Healthcare
HCA
$109B
| $74.8M | 1.57% |
195,321
-58,274
|
|
||
11
Vanguard Growth ETF
VUG
$197B
| $74.8M | 1.57% |
170,682
+2,086
|
|
||
12
Pinnacle Financial Partners
PNFP
$6.72B
| $74.4M | 1.56% |
673,448
+69,075
|
|
||
13
NVIDIA
NVDA
$4.58T
| $71.9M | 1.51% |
454,880
-22,849
|
|
||
14
Exxon Mobil
XOM
$494B
| $61.2M | 1.29% |
567,848
-156,901
|
|
||
15
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $59.2M | 1.25% |
1,038,845
-27,697
|
|
||
16
American Express
AXP
$254B
| $56.7M | 1.19% |
177,727
+10,193
|
|
||
|
17
Alphabet (Google) Class C
GOOG
$3.38T
| $49.4M | 1.04% |
278,207
-20,698
|
|
||
18
TJX Companies
TJX
$161B
| $47.8M | 1.01% |
387,074
-268
|
|
||
19
UnitedHealth
UNH
$294B
| $46.6M | 0.98% |
149,497
-86,952
|
|
||
20
Union Pacific
UNP
$131B
| $46.2M | 0.97% |
200,947
-47,748
|
|
||
21
Costco
COST
$409B
| $45M | 0.95% |
45,431
+5,758
|
|
||
22
Berkshire Hathaway Class A
BRK.A
$1.08T
| $37.9M | 0.8% |
52
|
|
||
23
Salesforce
CRM
$228B
| $36.2M | 0.76% |
132,764
-24,080
|
|
||
24
iShares Core US Aggregate Bond ETF
AGG
$132B
| $35.8M | 0.75% |
361,007
+131,000
|
|
||
25
iShares Core S&P 500 ETF
IVV
$666B
| $35.4M | 0.74% |
56,967
-8,549
|
|