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
401
$251K 0.01%
1,016
402
$250K 0.01%
2,569
403
$248K 0.01%
1,022
404
$247K 0.01%
+12,189
405
$246K 0.01%
7,996
-1,564
406
$245K 0.01%
2,705
407
$243K ﹤0.01%
+2,765
408
$241K ﹤0.01%
8,266
409
$241K ﹤0.01%
3,320
410
$239K ﹤0.01%
674
411
$238K ﹤0.01%
1,357
-43
412
$236K ﹤0.01%
2,354
413
$236K ﹤0.01%
11,038
-149
414
$234K ﹤0.01%
1,196
+59
415
$230K ﹤0.01%
10,795
-417
416
$228K ﹤0.01%
5,825
417
$224K ﹤0.01%
2,038
+62
418
$223K ﹤0.01%
3,310
419
$222K ﹤0.01%
3,173
420
$222K ﹤0.01%
800
+169
421
$221K ﹤0.01%
+1,920
422
$221K ﹤0.01%
2,395
423
$220K ﹤0.01%
+4,357
424
$218K ﹤0.01%
3,118
+2,923
425
$215K ﹤0.01%
3,785
+25
15 16
17
18 19