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
$4.94B
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.55M
3
+$4.81M
4
WM icon
Waste Management
WM
+$4.77M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.24M

Top Sells

1
+$23.1M
2
+$11.2M
3
+$9.78M
4
MCHP icon
Microchip Technology
MCHP
+$7.95M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Technology 16.74%
2 Financials 13.57%
3 Healthcare 10.32%
4 Industrials 7.68%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.02M 0.04%
31,688
227
$2.01M 0.04%
31,524
+121
228
$2.01M 0.04%
16,658
-500
229
$1.96M 0.04%
5,977
+220
230
$1.93M 0.04%
24,990
+2,504
231
$1.92M 0.04%
47,244
+8,811
232
$1.88M 0.04%
52,422
233
$1.86M 0.04%
5,035
+326
234
$1.84M 0.04%
67,744
+1,824
235
$1.84M 0.04%
16,918
236
$1.81M 0.04%
33,916
-416
237
$1.76M 0.04%
77,808
-5,657
238
$1.74M 0.04%
13,157
+300
239
$1.72M 0.03%
34,751
-40,861
240
$1.68M 0.03%
15,597
+145
241
$1.68M 0.03%
28,893
-137,161
242
$1.66M 0.03%
16,485
+453
243
$1.63M 0.03%
7,204
-177
244
$1.61M 0.03%
4,360
+63
245
$1.56M 0.03%
40,004
-834
246
$1.48M 0.03%
10,534
+379
247
$1.47M 0.03%
11,226
-494
248
$1.46M 0.03%
23,510
+467
249
$1.45M 0.03%
46,155
-49
250
$1.43M 0.03%
5,860
+386
8 9
10
11 12