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
376
$98K ﹤0.01%
+450
377
$96K ﹤0.01%
464
+1
378
$93K ﹤0.01%
2,176
-4,074
379
$93K ﹤0.01%
871
380
$88K ﹤0.01%
5,825
381
$88K ﹤0.01%
+2,710
382
$88K ﹤0.01%
+300
383
$86K ﹤0.01%
4,913
384
$85K ﹤0.01%
6,000
385
$81K ﹤0.01%
+75
386
$79K ﹤0.01%
+1,330
387
$76K ﹤0.01%
+500
388
$71K ﹤0.01%
+296
389
$70K ﹤0.01%
1,202
390
$69K ﹤0.01%
625
+400
391
$67K ﹤0.01%
660
392
$67K ﹤0.01%
+2,325
393
$66K ﹤0.01%
2,334
394
$63K ﹤0.01%
1,892
395
$60K ﹤0.01%
+270
396
$60K ﹤0.01%
1,599
397
$60K ﹤0.01%
+335
398
$56K ﹤0.01%
+250
399
$55K ﹤0.01%
+1,075
400
$54K ﹤0.01%
+623
14 15
16
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