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
251
$1.41M 0.03%
10,554
-335
252
$1.3M 0.03%
16,289
253
$1.3M 0.03%
8,847
-1,268
254
$1.29M 0.03%
7,294
-2
255
$1.28M 0.03%
5,019
+282
256
$1.26M 0.03%
2,573
-12
257
$1.25M 0.03%
4,925
+109
258
$1.23M 0.03%
2,602
259
$1.22M 0.02%
3,787
+25
260
$1.2M 0.02%
7,213
+235
261
$1.19M 0.02%
15,606
+15
262
$1.19M 0.02%
2,887
-58
263
$1.18M 0.02%
2,075
+173
264
$1.17M 0.02%
14,405
265
$1.16M 0.02%
12,290
-17
266
$1.08M 0.02%
10,311
+103
267
$1.07M 0.02%
33,169
-507
268
$1.04M 0.02%
3,901
269
$1.04M 0.02%
7,211
-3
270
$1.03M 0.02%
9,468
271
$1.03M 0.02%
20,168
+751
272
$1.01M 0.02%
11,074
273
$996K 0.02%
4,247
-76
274
$977K 0.02%
10,635
-896
275
$974K 0.02%
4,839
-43
9 10
11
12 13