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
326
$483K 0.01%
8,167
+712
327
$482K 0.01%
12,839
328
$476K 0.01%
4,823
+198
329
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9,283
+498
330
$468K 0.01%
8,615
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331
$458K 0.01%
996
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332
$457K 0.01%
6,579
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333
$447K 0.01%
2,805
-235
334
$447K 0.01%
9,610
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335
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4,154
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336
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5,789
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337
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14,007
338
$431K 0.01%
3,256
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339
$425K 0.01%
2,401
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340
$423K 0.01%
8,525
341
$419K 0.01%
9,337
342
$410K 0.01%
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343
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2,921
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344
$406K 0.01%
1,581
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345
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12,265
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346
$395K 0.01%
2,781
+1
347
$389K 0.01%
19,090
348
$386K 0.01%
13,073
+1,426
349
$384K 0.01%
775
+1
350
$383K 0.01%
5,502
+71
12 13
14
15 16