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
$4.18B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$6.31M
3
+$5.38M
4
MS icon
Morgan Stanley
MS
+$4.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.86M

Top Sells

1
+$70.4M
2
+$66.7M
3
+$65.7M
4
AMZN icon
Amazon
AMZN
+$64.8M
5
JPM icon
JPMorgan Chase
JPM
+$53.7M

Sector Composition

1 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBB icon
376
iShares Biotechnology ETF
IBB
$8.66B
$352K 0.01%
2,440
+40
PRU icon
377
Prudential Financial
PRU
$41.2B
$351K 0.01%
3,385
+152
DG icon
378
Dollar General
DG
$29.3B
$347K 0.01%
3,355
-44,281
BN icon
379
Brookfield
BN
$102B
$347K 0.01%
7,580
-6,909
UBSI icon
380
United Bankshares
UBSI
$5.53B
$345K 0.01%
9,264
-2,153
CW icon
381
Curtiss-Wright
CW
$20.2B
$340K 0.01%
627
-47
GDX icon
382
VanEck Gold Miners ETF
GDX
$25.1B
$339K 0.01%
4,436
IWY icon
383
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$339K 0.01%
1,238
KLAC icon
384
KLA
KLAC
$161B
$334K 0.01%
310
+73
BP icon
385
BP
BP
$89.9B
$329K 0.01%
9,535
-7,830
MBB icon
386
iShares MBS ETF
MBB
$39B
$328K 0.01%
+3,449
SHOP icon
387
Shopify
SHOP
$208B
$325K 0.01%
2,186
-95
ADM icon
388
Archer Daniels Midland
ADM
$28.9B
$325K 0.01%
+5,435
MNST icon
389
Monster Beverage
MNST
$73.1B
$323K 0.01%
4,797
+52
HPQ icon
390
HP
HPQ
$22.5B
$315K 0.01%
11,583
+184
XLP icon
391
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$310K 0.01%
3,951
-3,656
HBAN icon
392
Huntington Bancshares
HBAN
$27.9B
$309K 0.01%
17,872
-2,451
JPST icon
393
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$307K 0.01%
6,051
-2,547
GILD icon
394
Gilead Sciences
GILD
$149B
$307K 0.01%
2,765
+149
BUD icon
395
AB InBev
BUD
$127B
$306K 0.01%
5,141
-119,710
COR icon
396
Cencora
COR
$68B
$305K 0.01%
975
+14
PRFZ icon
397
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.65B
$304K 0.01%
6,699
-108
SJM icon
398
J.M. Smucker
SJM
$10.8B
$296K 0.01%
2,726
+634
PKG icon
399
Packaging Corp of America
PKG
$18.4B
$295K 0.01%
1,354
+37
CHH icon
400
Choice Hotels
CHH
$4.2B
$294K 0.01%
2,754
-27
14 15
16
17 18