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
251
$778K 0.03%
4,564
+235
252
$760K 0.03%
13,389
+266
253
$755K 0.03%
15,373
-63
254
$738K 0.03%
5,749
+44
255
$725K 0.03%
3,081
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256
$722K 0.03%
16,270
+2,150
257
$688K 0.02%
10,057
-1,480
258
$667K 0.02%
1,722
+208
259
$658K 0.02%
4,401
-407
260
$644K 0.02%
21,400
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261
$641K 0.02%
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262
$616K 0.02%
1,813
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263
$599K 0.02%
+4,800
264
$587K 0.02%
34,964
+6,000
265
$580K 0.02%
31,843
-959
266
$561K 0.02%
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$546K 0.02%
11,845
268
$544K 0.02%
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$541K 0.02%
4,654
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270
$533K 0.02%
48,370
-2,228
271
$530K 0.02%
2,934
+1,134
272
$528K 0.02%
22,619
-4,765
273
$525K 0.02%
6,451
+3,504
274
$519K 0.02%
+10,697
275
$516K 0.02%
5,884
9 10
11
12 13