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
426
$38K ﹤0.01%
2,434
-90
427
$38K ﹤0.01%
+1,000
428
$37K ﹤0.01%
+490
429
$36K ﹤0.01%
+310
430
$34K ﹤0.01%
270
431
$33K ﹤0.01%
+204
432
$33K ﹤0.01%
+200
433
$33K ﹤0.01%
1,032
434
$32K ﹤0.01%
+500
435
$30K ﹤0.01%
836
+600
436
$29K ﹤0.01%
2,510
437
$28K ﹤0.01%
1,000
438
$28K ﹤0.01%
+1,050
439
$27K ﹤0.01%
127
440
$27K ﹤0.01%
417
+300
441
$26K ﹤0.01%
+130
442
$26K ﹤0.01%
+335
443
$25K ﹤0.01%
928
444
$25K ﹤0.01%
+120
445
$25K ﹤0.01%
+180
446
$24K ﹤0.01%
2,234
447
$24K ﹤0.01%
+1,480
448
$22K ﹤0.01%
520
-7,137
449
$22K ﹤0.01%
1,145
450
$22K ﹤0.01%
+100
16 17
18
19 20