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
$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
SCHX icon
451
Schwab US Large- Cap ETF
SCHX
$60.7B
$136K ﹤0.01%
2,000
-4,000
JPST icon
452
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$135K ﹤0.01%
2,665
CMI icon
453
Cummins
CMI
$56.7B
$130K ﹤0.01%
400
LII icon
454
Lennox International
LII
$18.4B
$126K ﹤0.01%
209
AAON icon
455
Aaon
AAON
$7.93B
$121K ﹤0.01%
1,125
SCHW icon
456
Charles Schwab
SCHW
$171B
$116K ﹤0.01%
1,795
MTD icon
457
Mettler-Toledo International
MTD
$27.8B
$112K ﹤0.01%
75
BSL
458
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$180M
$112K ﹤0.01%
7,940
PICK icon
459
iShares MSCI Global Metals & Mining Producers ETF
PICK
$896M
$111K ﹤0.01%
2,571
RMD icon
460
ResMed
RMD
$39.1B
$110K ﹤0.01%
450
PSA icon
461
Public Storage
PSA
$54B
$109K ﹤0.01%
300
WFC.PRL icon
462
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.95B
$108K ﹤0.01%
84
OLLI icon
463
Ollie's Bargain Outlet
OLLI
$7.64B
$104K ﹤0.01%
1,075
ANSS
464
DELISTED
Ansys
ANSS
$86K ﹤0.01%
270
EFX icon
465
Equifax
EFX
$28B
$84.6K ﹤0.01%
288
WRB icon
466
W.R. Berkley
WRB
$28.1B
$83.2K ﹤0.01%
1,467
ONB icon
467
Old National Bancorp
ONB
$7.78B
$83K ﹤0.01%
4,446
-10,115
PPG icon
468
PPG Industries
PPG
$22.9B
$82.8K ﹤0.01%
625
DON icon
469
WisdomTree US MidCap Dividend Fund
DON
$3.68B
$81.8K ﹤0.01%
1,599
AZPN
470
DELISTED
Aspen Technology Inc
AZPN
$70.7K ﹤0.01%
296
SGRY icon
471
Surgery Partners
SGRY
$2.64B
$64.5K ﹤0.01%
2,000
MKTX icon
472
MarketAxess Holdings
MKTX
$6.4B
$64K ﹤0.01%
250
CHD icon
473
Church & Dwight Co
CHD
$21.6B
$58.6K ﹤0.01%
560
PFG icon
474
Principal Financial Group
PFG
$17.5B
$57K ﹤0.01%
664
HES
475
DELISTED
Hess
HES
$56.1K ﹤0.01%
413