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
401
$50K ﹤0.01%
1,049
402
$50K ﹤0.01%
3,051
403
$50K ﹤0.01%
1,866
+1,122
404
$49K ﹤0.01%
812
405
$49K ﹤0.01%
445
406
$49K ﹤0.01%
662
-1,000
407
$48K ﹤0.01%
+1,170
408
$47K ﹤0.01%
+209
409
$47K ﹤0.01%
2,000
410
$46K ﹤0.01%
+1,760
411
$46K ﹤0.01%
630
412
$45K ﹤0.01%
+323
413
$44K ﹤0.01%
+442
414
$43K ﹤0.01%
+130
415
$43K ﹤0.01%
+135
416
$40K ﹤0.01%
1,102
417
$40K ﹤0.01%
+1,125
418
$40K ﹤0.01%
560
-1,672
419
$40K ﹤0.01%
+100
420
$40K ﹤0.01%
3,591
421
$40K ﹤0.01%
376
422
$39K ﹤0.01%
1,026
423
$39K ﹤0.01%
+245
424
$39K ﹤0.01%
3,700
425
$38K ﹤0.01%
+375
15 16
17
18 19