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
451
$21K ﹤0.01%
+125
452
$19K ﹤0.01%
+175
453
$19K ﹤0.01%
+130
454
$18K ﹤0.01%
+130
455
$18K ﹤0.01%
2,255
456
$18K ﹤0.01%
+380
457
$17K ﹤0.01%
+30
458
$17K ﹤0.01%
+282
459
$16K ﹤0.01%
+145
460
$16K ﹤0.01%
+647
461
$16K ﹤0.01%
360
462
$15K ﹤0.01%
+370
463
$15K ﹤0.01%
164
464
$14K ﹤0.01%
176
465
$14K ﹤0.01%
+130
466
$14K ﹤0.01%
190
467
$14K ﹤0.01%
+500
468
$13K ﹤0.01%
+65
469
$13K ﹤0.01%
+222
470
$13K ﹤0.01%
+285
471
$13K ﹤0.01%
+220
472
$13K ﹤0.01%
+50
473
$12K ﹤0.01%
206
-1,419
474
$12K ﹤0.01%
+220
475
$12K ﹤0.01%
2,000