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
$4.75B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$10.3M
4
BK icon
Bank of New York Mellon
BK
+$8.24M
5
AVGO icon
Broadcom
AVGO
+$7.64M

Top Sells

1
+$49.3M
2
+$45M
3
+$44.7M
4
JPM icon
JPMorgan Chase
JPM
+$34.6M
5
V icon
Visa
V
+$32.1M

Sector Composition

1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSI icon
351
Motorola Solutions
MSI
$66.7B
$450K 0.01%
1,071
+21
AMAT icon
352
Applied Materials
AMAT
$259B
$446K 0.01%
2,436
+121
CTVA icon
353
Corteva
CTVA
$47.1B
$441K 0.01%
5,921
+926
GSK icon
354
GSK
GSK
$97.3B
$439K 0.01%
11,444
+509
MCHP icon
355
Microchip Technology
MCHP
$40.4B
$439K 0.01%
6,236
-18,527
JPST icon
356
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
$436K 0.01%
8,598
+5,933
NVS icon
357
Novartis
NVS
$277B
$429K 0.01%
3,546
-194
UBSI icon
358
United Bankshares
UBSI
$5.74B
$416K 0.01%
11,417
MET icon
359
MetLife
MET
$50.6B
$411K 0.01%
5,116
+1,946
GPC icon
360
Genuine Parts
GPC
$19B
$399K 0.01%
3,293
+172
ARE icon
361
Alexandria Real Estate Equities
ARE
$9.88B
$397K 0.01%
+5,470
IP icon
362
International Paper
IP
$22.9B
$393K 0.01%
8,398
QLTA icon
363
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.71B
$371K 0.01%
7,753
-406
MC icon
364
Moelis & Co
MC
$5.74B
$366K 0.01%
5,865
+135
XEL icon
365
Xcel Energy
XEL
$44.7B
$365K 0.01%
5,363
+1,585
INTC icon
366
Intel
INTC
$224B
$365K 0.01%
16,293
-4,526
IDV icon
367
iShares International Select Dividend ETF
IDV
$6.95B
$364K 0.01%
+10,549
HUBB icon
368
Hubbell
HUBB
$26B
$358K 0.01%
+876
DFIV icon
369
Dimensional International Value ETF
DFIV
$16.5B
$357K 0.01%
8,335
CHH icon
370
Choice Hotels
CHH
$5B
$353K 0.01%
2,781
ORLY icon
371
O'Reilly Automotive
ORLY
$79.9B
$352K 0.01%
3,909
-186
XLI icon
372
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$351K 0.01%
+2,381
PRU icon
373
Prudential Financial
PRU
$39.1B
$347K 0.01%
3,233
+180
TSCO icon
374
Tractor Supply
TSCO
$27B
$343K 0.01%
6,498
-445
HBAN icon
375
Huntington Bancshares
HBAN
$28.4B
$341K 0.01%
20,323
+548
13 14
15
16 17