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
$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
276
$515K 0.02%
3,615
+769
277
$487K 0.02%
9,500
278
$479K 0.02%
5,481
+235
279
$477K 0.02%
9,439
+1,723
280
$472K 0.02%
7,496
281
$471K 0.02%
1,869
282
$468K 0.02%
3,097
+429
283
$463K 0.02%
1,273
+509
284
$460K 0.02%
9,119
+1,980
285
$459K 0.02%
32,608
286
$456K 0.02%
1,267
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287
$452K 0.02%
9,847
288
$435K 0.02%
5,406
-20
289
$417K 0.02%
10,804
+551
290
$417K 0.02%
+8,378
291
$410K 0.01%
+3,013
292
$406K 0.01%
2,000
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293
$405K 0.01%
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294
$393K 0.01%
9,762
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295
$382K 0.01%
8,462
-5
296
$377K 0.01%
13,575
297
$372K 0.01%
2,569
-148
298
$371K 0.01%
1,337
-96
299
$368K 0.01%
21,774
300
$367K 0.01%
16,494
10 11
12
13 14