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
276
$972K 0.02%
6,318
+3
277
$972K 0.02%
5,985
-21
278
$936K 0.02%
4,380
+432
279
$886K 0.02%
3,773
+69
280
$852K 0.02%
10,838
-484
281
$849K 0.02%
1,803
-115
282
$845K 0.02%
17,281
283
$838K 0.02%
13,661
+1,561
284
$835K 0.02%
20,396
285
$833K 0.02%
4,410
+363
286
$831K 0.02%
405
287
$821K 0.02%
5,884
288
$788K 0.02%
4,451
+47
289
$771K 0.02%
24,322
290
$765K 0.02%
15,664
291
$749K 0.02%
6,413
+637
292
$743K 0.02%
1,072
+2
293
$723K 0.01%
2,525
+84
294
$715K 0.01%
2,608
+2,208
295
$713K 0.01%
38,331
+1,925
296
$707K 0.01%
5,267
-226
297
$706K 0.01%
3,577
+428
298
$692K 0.01%
1,896
-165
299
$674K 0.01%
21,763
-15,000
300
$666K 0.01%
23,897
+425
10 11
12
13 14