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
301
$664K 0.01%
2,340
+80
302
$658K 0.01%
3,095
303
$644K 0.01%
16,971
304
$638K 0.01%
5,071
-242
305
$633K 0.01%
18,303
306
$632K 0.01%
3,909
-60
307
$630K 0.01%
1,164
+6
308
$621K 0.01%
23,369
+1,200
309
$617K 0.01%
6,057
310
$607K 0.01%
9,328
311
$598K 0.01%
10,995
-130
312
$597K 0.01%
14,792
313
$594K 0.01%
1,116
+32
314
$576K 0.01%
1,751
+1
315
$564K 0.01%
1,909
-70
316
$561K 0.01%
10,079
317
$560K 0.01%
6,652
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318
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4,849
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319
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4,630
+115
320
$533K 0.01%
1,483
-8
321
$530K 0.01%
2,970
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322
$526K 0.01%
9,650
-1,400
323
$513K 0.01%
22,344
+3,400
324
$500K 0.01%
24,117
-5,193
325
$494K 0.01%
6,290
-49
11 12
13
14 15