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
376
$303K 0.01%
3,108
-650
377
$302K 0.01%
5,690
+35
378
$300K 0.01%
6,226
379
$298K 0.01%
8,971
+1,576
380
$296K 0.01%
8,335
381
$291K 0.01%
1,238
382
$290K 0.01%
562
-19
383
$289K 0.01%
4,350
-8,700
384
$285K 0.01%
6,843
-116
385
$280K 0.01%
4,909
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386
$278K 0.01%
6,133
+1,704
387
$277K 0.01%
4,679
-113
388
$271K 0.01%
2,230
389
$270K 0.01%
3,200
+189
390
$270K 0.01%
2,033
+31
391
$266K 0.01%
5,509
-988
392
$266K 0.01%
5,253
+4,227
393
$265K 0.01%
+2,874
394
$263K 0.01%
5,111
-5,111
395
$263K 0.01%
3,483
396
$257K 0.01%
8,680
397
$257K 0.01%
3,142
398
$257K 0.01%
3,922
+14
399
$257K 0.01%
+3,384
400
$252K 0.01%
4,797
-521
14 15
16
17 18