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
301
$360K 0.01%
3,075
302
$357K 0.01%
4,422
+498
303
$356K 0.01%
1,586
+202
304
$353K 0.01%
1,263
+325
305
$351K 0.01%
3,991
-1,395
306
$350K 0.01%
2,359
-37
307
$342K 0.01%
+6,357
308
$335K 0.01%
405
+385
309
$330K 0.01%
4,097
-666
310
$315K 0.01%
10,028
-27
311
$303K 0.01%
2,502
-200
312
$295K 0.01%
1,495
313
$294K 0.01%
21,096
314
$293K 0.01%
3,542
+3,028
315
$290K 0.01%
6,634
+131
316
$286K 0.01%
+3,774
317
$285K 0.01%
1,318
-38
318
$283K 0.01%
4,168
-222
319
$279K 0.01%
+8,725
320
$275K 0.01%
+1,495
321
$274K 0.01%
9,596
-516
322
$274K 0.01%
3,054
323
$274K 0.01%
5,466
-2,600
324
$273K 0.01%
4,503
+480
325
$271K 0.01%
13,443
+45
11 12
13
14 15