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
326
$269K 0.01%
774
+87
327
$268K 0.01%
+1,562
328
$262K 0.01%
23,393
-17,677
329
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9,267
330
$258K 0.01%
5,387
-265
331
$256K 0.01%
3,594
+355
332
$245K 0.01%
1,500
333
$244K 0.01%
2,840
-180
334
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497
-7
335
$241K 0.01%
+4,551
336
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4,118
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337
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2,150
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338
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+1,892
339
$229K 0.01%
8,500
340
$228K 0.01%
3,598
+11
341
$228K 0.01%
+3,990
342
$226K 0.01%
10,107
343
$226K 0.01%
3,679
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344
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3,121
-511
345
$221K 0.01%
2,785
-1,328
346
$215K 0.01%
4,919
+142
347
$212K 0.01%
4,398
-8,436
348
$210K 0.01%
5,527
+261
349
$210K 0.01%
+753
350
$209K 0.01%
5,404
+528
12 13
14
15 16