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
426
$212K ﹤0.01%
2,685
-60
427
$212K ﹤0.01%
2,216
+156
428
$211K ﹤0.01%
917
+4
429
$209K ﹤0.01%
+2,367
430
$206K ﹤0.01%
+1,981
431
$205K ﹤0.01%
+2,541
432
$205K ﹤0.01%
+5,724
433
$204K ﹤0.01%
290
-31
434
$204K ﹤0.01%
+448
435
$202K ﹤0.01%
+2,086
436
$201K ﹤0.01%
1,333
-11
437
$198K ﹤0.01%
10,744
438
$187K ﹤0.01%
3,523
439
$185K ﹤0.01%
2,386
440
$185K ﹤0.01%
2,710
441
$184K ﹤0.01%
901
442
$182K ﹤0.01%
12,434
443
$181K ﹤0.01%
9,503
444
$177K ﹤0.01%
1,000
445
$173K ﹤0.01%
15,000
446
$166K ﹤0.01%
836
447
$155K ﹤0.01%
14,720
448
$155K ﹤0.01%
1,387
-8
449
$150K ﹤0.01%
3,147
450
$147K ﹤0.01%
6,755
16 17
18
19 20