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
351
$382K 0.01%
8,159
352
$381K 0.01%
4,588
-9,176
353
$379K 0.01%
4,908
-22
354
$376K 0.01%
4,448
-2
355
$371K 0.01%
7,494
356
$366K 0.01%
8,653
+276
357
$364K 0.01%
2,241
+439
358
$364K 0.01%
10,763
359
$359K 0.01%
3,025
-65
360
$355K 0.01%
2,685
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361
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9,267
362
$347K 0.01%
4,853
363
$346K 0.01%
816
364
$344K 0.01%
2,040
365
$339K 0.01%
1,777
+5
366
$339K 0.01%
4,325
367
$336K 0.01%
7,086
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368
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2,779
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369
$334K 0.01%
17,074
-27,273
370
$327K 0.01%
15,638
371
$323K 0.01%
1,806
372
$322K 0.01%
19,770
+7,397
373
$319K 0.01%
5,210
+616
374
$307K 0.01%
1,022
+100
375
$305K 0.01%
6,333
+26
13 14
15
16 17