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
351
$205K 0.01%
+2,838
352
$205K 0.01%
+5,683
353
$201K 0.01%
4,582
+145
354
$189K 0.01%
11,688
-6,391
355
$187K 0.01%
9,920
+34
356
$183K 0.01%
13,050
357
$181K 0.01%
2,704
358
$172K 0.01%
+649
359
$163K 0.01%
12,330
+498
360
$160K 0.01%
13,883
-3,425
361
$157K 0.01%
130
362
$151K 0.01%
9,847
-24,950
363
$137K 0.01%
12,583
+182
364
$134K ﹤0.01%
10,658
-6,551
365
$134K ﹤0.01%
4,345
+620
366
$129K ﹤0.01%
4,057
-496
367
$129K ﹤0.01%
1,294
+294
368
$126K ﹤0.01%
+1,530
369
$119K ﹤0.01%
1,778
370
$109K ﹤0.01%
+358
371
$107K ﹤0.01%
2,253
-5,065
372
$104K ﹤0.01%
+836
373
$104K ﹤0.01%
+6,000
374
$103K ﹤0.01%
+901
375
$100K ﹤0.01%
+1,260
13 14
15
16 17