PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.18B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$6.31M
3
+$5.38M
4
MS icon
Morgan Stanley
MS
+$4.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.86M

Top Sells

1
+$70.4M
2
+$66.7M
3
+$65.7M
4
AMZN icon
Amazon
AMZN
+$64.8M
5
JPM icon
JPMorgan Chase
JPM
+$53.7M

Sector Composition

1 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VONV icon
226
Vanguard Russell 1000 Value ETF
VONV
$14.5B
$1.66M 0.04%
18,544
+132
PH icon
227
Parker-Hannifin
PH
$111B
$1.65M 0.04%
2,172
-1,137
MCK icon
228
McKesson
MCK
$100B
$1.62M 0.04%
2,092
+1
IXUS icon
229
iShares Core MSCI Total International Stock ETF
IXUS
$51.7B
$1.6M 0.04%
19,407
BSV icon
230
Vanguard Short-Term Bond ETF
BSV
$41.4B
$1.6M 0.04%
20,262
-1,342
RHI icon
231
Robert Half
RHI
$2.79B
$1.56M 0.04%
46,008
+355
KMI icon
232
Kinder Morgan
KMI
$59.4B
$1.53M 0.04%
54,158
-6,962
TXN icon
233
Texas Instruments
TXN
$162B
$1.51M 0.04%
8,200
-318
VIGI icon
234
Vanguard International Dividend Appreciation ETF
VIGI
$9.06B
$1.43M 0.03%
15,983
-306
IAU icon
235
iShares Gold Trust
IAU
$67.3B
$1.42M 0.03%
19,555
-5,878
AIQ icon
236
Global X Artificial Intelligence & Technology ETF
AIQ
$7.06B
$1.42M 0.03%
28,652
+1,199
GIS icon
237
General Mills
GIS
$25.1B
$1.4M 0.03%
27,695
-705
IWB icon
238
iShares Russell 1000 ETF
IWB
$46B
$1.39M 0.03%
3,813
SHV icon
239
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.8B
$1.37M 0.03%
12,393
-13,080
ACN icon
240
Accenture
ACN
$170B
$1.35M 0.03%
5,460
-535
USB icon
241
US Bancorp
USB
$83.5B
$1.34M 0.03%
27,673
-84,283
COP icon
242
ConocoPhillips
COP
$117B
$1.34M 0.03%
14,123
-4,097
AVDE icon
243
Avantis International Equity ETF
AVDE
$11.3B
$1.33M 0.03%
16,903
+313
NSC icon
244
Norfolk Southern
NSC
$66.6B
$1.33M 0.03%
4,421
+222
SYY icon
245
Sysco
SYY
$35.6B
$1.31M 0.03%
15,863
+748
KMB icon
246
Kimberly-Clark
KMB
$34.1B
$1.29M 0.03%
10,414
-160
PAYX icon
247
Paychex
PAYX
$41.5B
$1.29M 0.03%
10,206
-17
ECL icon
248
Ecolab
ECL
$74.7B
$1.22M 0.03%
4,465
+225
AMD icon
249
Advanced Micro Devices
AMD
$338B
$1.2M 0.03%
7,407
+909
SDY icon
250
State Street SPDR S&P Dividend ETF
SDY
$20.3B
$1.19M 0.03%
8,491
-1,550
8 9
10
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