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
IMCG icon
401
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.12B
$293K 0.01%
3,544
PULS icon
402
PGIM Ultra Short Bond ETF
PULS
$13.3B
$293K 0.01%
5,880
MFC icon
403
Manulife Financial
MFC
$60.1B
$293K 0.01%
+9,402
STC icon
404
Stewart Information Services
STC
$2.22B
$291K 0.01%
3,968
MUB icon
405
iShares National Muni Bond ETF
MUB
$41.4B
$290K 0.01%
2,726
-12,113
ROAD icon
406
Construction Partners
ROAD
$6.22B
$287K 0.01%
2,263
-82
NVS icon
407
Novartis
NVS
$259B
$286K 0.01%
2,227
-1,319
HPE icon
408
Hewlett Packard
HPE
$31.7B
$285K 0.01%
11,601
+114
UL icon
409
Unilever
UL
$142B
$283K 0.01%
4,781
+1,173
URI icon
410
United Rentals
URI
$51.6B
$283K 0.01%
+296
TGT icon
411
Target
TGT
$44.2B
$278K 0.01%
3,104
-3,092
SPMO icon
412
Invesco S&P 500 Momentum ETF
SPMO
$13B
$278K 0.01%
+2,298
PLD icon
413
Prologis
PLD
$121B
$277K 0.01%
2,418
+239
CBOE icon
414
Cboe Global Markets
CBOE
$25.8B
$276K 0.01%
1,127
+3
DGX icon
415
Quest Diagnostics
DGX
$20.5B
$276K 0.01%
1,449
-82
TTE icon
416
TotalEnergies
TTE
$140B
$276K 0.01%
+4,619
IR icon
417
Ingersoll Rand
IR
$32.3B
$274K 0.01%
3,319
+646
SRE icon
418
Sempra
SRE
$57.8B
$267K 0.01%
2,965
-89
VMC icon
419
Vulcan Materials
VMC
$39.2B
$266K 0.01%
864
-124
CI icon
420
Cigna
CI
$74B
$265K 0.01%
920
+23
NXPI icon
421
NXP Semiconductors
NXPI
$58.3B
$263K 0.01%
1,156
+31
SPSM icon
422
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.4B
$261K 0.01%
5,642
ETR icon
423
Entergy
ETR
$41.9B
$255K 0.01%
+2,738
VMBS icon
424
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$255K 0.01%
5,422
-504
USFD icon
425
US Foods
USFD
$17B
$254K 0.01%
3,311
+1
15 16
17
18 19