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
451
$136K ﹤0.01%
2,000
-4,000
452
$135K ﹤0.01%
2,665
453
$130K ﹤0.01%
400
454
$126K ﹤0.01%
209
455
$121K ﹤0.01%
1,125
456
$116K ﹤0.01%
1,795
457
$112K ﹤0.01%
75
458
$112K ﹤0.01%
7,940
459
$111K ﹤0.01%
2,571
460
$110K ﹤0.01%
450
461
$109K ﹤0.01%
300
462
$108K ﹤0.01%
84
463
$104K ﹤0.01%
1,075
464
$86K ﹤0.01%
270
465
$84.6K ﹤0.01%
288
466
$83.2K ﹤0.01%
1,467
467
$83K ﹤0.01%
4,446
-10,115
468
$82.8K ﹤0.01%
625
469
$81.8K ﹤0.01%
1,599
470
$70.7K ﹤0.01%
296
471
$64.5K ﹤0.01%
2,000
472
$64K ﹤0.01%
250
473
$58.6K ﹤0.01%
560
474
$57K ﹤0.01%
664
475
$56.1K ﹤0.01%
413