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
$2.76B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$7.89M
3
+$7.86M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.71M
5
MSFT icon
Microsoft
MSFT
+$6.24M

Top Sells

1
+$5.01M
2
+$5.01M
3
+$4.22M
4
KMB icon
Kimberly-Clark
KMB
+$3.97M
5
INTC icon
Intel
INTC
+$3.57M

Sector Composition

1 Financials 13.62%
2 Technology 12.89%
3 Healthcare 11.6%
4 Industrials 8.03%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.04%
10,049
-2
227
$1.12M 0.04%
24,090
228
$1.1M 0.04%
2,349
+4
229
$1.1M 0.04%
66,041
+5,758
230
$1.09M 0.04%
8,986
+3
231
$1.08M 0.04%
31,105
-22
232
$1.07M 0.04%
5,285
+49
233
$1.06M 0.04%
4,119
+784
234
$1.05M 0.04%
39,492
+1,733
235
$1.05M 0.04%
27,003
236
$1.05M 0.04%
5,000
-104
237
$1.05M 0.04%
22,881
-933
238
$991K 0.04%
15,983
239
$963K 0.03%
8,750
+2,603
240
$932K 0.03%
4,227
+564
241
$905K 0.03%
29,817
+6,062
242
$892K 0.03%
8,385
+611
243
$864K 0.03%
3,203
+6
244
$861K 0.03%
5,970
-150
245
$849K 0.03%
14,215
+158
246
$846K 0.03%
8,708
+1,100
247
$828K 0.03%
3,121
-71
248
$824K 0.03%
3,979
249
$793K 0.03%
5,312
+34
250
$783K 0.03%
4,295
-249
8 9
10
11 12