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
$4.75B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$10.3M
4
BK icon
Bank of New York Mellon
BK
+$8.24M
5
AVGO icon
Broadcom
AVGO
+$7.64M

Top Sells

1
+$49.3M
2
+$45M
3
+$44.7M
4
JPM icon
JPMorgan Chase
JPM
+$34.6M
5
V icon
Visa
V
+$32.1M

Sector Composition

1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJM icon
451
J.M. Smucker
SJM
$11.4B
$205K ﹤0.01%
2,092
-12
ANET icon
452
Arista Networks
ANET
$170B
$203K ﹤0.01%
+1,987
JEPQ icon
453
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.7B
$203K ﹤0.01%
+3,734
FTI icon
454
TechnipFMC
FTI
$17.3B
$202K ﹤0.01%
+5,876
DRI icon
455
Darden Restaurants
DRI
$20.7B
$202K ﹤0.01%
+927
GWW icon
456
W.W. Grainger
GWW
$45.4B
$202K ﹤0.01%
+194
VGT icon
457
Vanguard Information Technology ETF
VGT
$110B
$202K ﹤0.01%
+304
ARCC icon
458
Ares Capital
ARCC
$14.5B
$201K ﹤0.01%
9,165
-4,053
NVT icon
459
nVent Electric
NVT
$17.9B
$201K ﹤0.01%
+2,742
SAP icon
460
SAP
SAP
$293B
$200K ﹤0.01%
+659
EXC icon
461
Exelon
EXC
$46.6B
$200K ﹤0.01%
+4,610
WELL icon
462
Welltower
WELL
$131B
$200K ﹤0.01%
1,302
-194
DOC icon
463
Healthpeak Properties
DOC
$12.4B
$176K ﹤0.01%
10,078
-2,117
F icon
464
Ford
F
$52.6B
$160K ﹤0.01%
14,720
IAT icon
465
iShares US Regional Banks ETF
IAT
$664M
$156K ﹤0.01%
3,147
SCCO icon
466
Southern Copper
SCCO
$111B
$137K ﹤0.01%
1,370
-3
PECO icon
467
Phillips Edison & Co
PECO
$4.39B
$129K ﹤0.01%
3,687
-5,580
HYD icon
468
VanEck High Yield Muni ETF
HYD
$3.49B
$114K ﹤0.01%
2,272
-1,251
BXMT icon
469
Blackstone Mortgage Trust
BXMT
$3.09B
$114K ﹤0.01%
5,898
-2,075
MAR icon
470
Marriott International
MAR
$78.1B
$109K ﹤0.01%
400
WRB icon
471
W.R. Berkley
WRB
$28.5B
$108K ﹤0.01%
1,467
DON icon
472
WisdomTree US MidCap Dividend Fund
DON
$3.68B
$80.1K ﹤0.01%
1,599
EFX icon
473
Equifax
EFX
$25.4B
$74.7K ﹤0.01%
288
CADE icon
474
Cadence Bank
CADE
$7.16B
$56K ﹤0.01%
1,750
EWJ icon
475
iShares MSCI Japan ETF
EWJ
$16.2B
$55.9K ﹤0.01%
745
-4,373
17 18
19
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