PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.18B
1-Year Est. Return
16.01%
1 Year Est. Return
+16.01%
AUM
$4.18B
AUM Growth
-$577M
(-12%)
Holding
536
Top Buys
| 1 | +$38M | |
| 2 | +$6.31M | |
| 3 | +$5.38M | |
| 4 |
Morgan Stanley
MS
|
+$4.48M |
| 5 |
Vanguard Growth ETF
VUG
|
+$3.86M |
Top Sells
| 1 | +$70.4M | |
| 2 | +$66.7M | |
| 3 | +$65.7M | |
| 4 |
Amazon
AMZN
|
+$64.8M |
| 5 |
JPMorgan Chase
JPM
|
+$53.7M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Financials | 14.26% |
| 3 | Healthcare | 7.48% |
| 4 | Industrials | 6.73% |
| 5 | Communication Services | 4.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$699B
| $34.9M | 0.84% |
52,110
-4,857
|
|
||
27
Vanguard Total Stock Market ETF
VTI
$567B
| $33.7M | 0.81% |
102,805
+2,098
|
|
||
28
Eli Lilly
LLY
$920B
| $32.5M | 0.78% |
42,638
+1,902
|
|
||
29
TJX Companies
TJX
$173B
| $31.6M | 0.76% |
218,707
-168,367
|
|
||
30
SPDR Gold Trust
GLD
$145B
| $31M | 0.74% |
87,296
+3,671
|
|
||
31
Chevron
CVX
$300B
| $30.5M | 0.73% |
196,480
-5,298
|
|
||
32
iShares Russell 1000 Value ETF
IWD
$69.9B
| $29.9M | 0.72% |
147,097
-14,814
|
|
||
33
Union Pacific
UNP
$142B
| $29.7M | 0.71% |
125,810
-75,137
|
|
||
34
CME Group
CME
$98.6B
| $28.9M | 0.69% |
107,111
+2,108
|
|
||
35
Eaton
ETN
$129B
| $28.5M | 0.68% |
76,182
-2,240
|
|
||
36
Micron Technology
MU
$271B
| $28.4M | 0.68% |
169,909
-13,923
|
|
||
37
VictoryShares Dividend Accelerator ETF
VSDA
$225M
| $28.3M | 0.68% |
529,031
+31,161
|
|
||
38
Vanguard Mid-Cap ETF
VO
$90.6B
| $28M | 0.67% |
95,244
+9,446
|
|
||
39
Valero Energy
VLO
$51.3B
| $27.1M | 0.65% |
158,889
-16,983
|
|
||
40
IBM
IBM
$289B
| $26.7M | 0.64% |
94,475
-856
|
|
||
41
UnitedHealth
UNH
$310B
| $26.6M | 0.64% |
77,007
-72,490
|
|
||
42
Automatic Data Processing
ADP
$108B
| $26.4M | 0.63% |
89,952
-671
|
|
||
43
Blackrock
BLK
$169B
| $25.5M | 0.61% |
21,875
+274
|
|
||
44
Quanta Services
PWR
$65.3B
| $25.1M | 0.6% |
60,516
-8,216
|
|
||
45
Procter & Gamble
PG
$334B
| $24.6M | 0.59% |
160,146
-10,405
|
|
||
46
Lockheed Martin
LMT
$111B
| $24.4M | 0.58% |
48,863
-3,443
|
|
||
47
iShares Core S&P Small-Cap ETF
IJR
$90.7B
| $23.3M | 0.56% |
196,356
+1,269
|
|
||
48
Monolithic Power Systems
MPWR
$45.3B
| $22.6M | 0.54% |
24,589
-1,365
|
|
||
49
Sherwin-Williams
SHW
$81.5B
| $22.6M | 0.54% |
65,361
+1,045
|
|
||
50
Salesforce
CRM
$246B
| $22.3M | 0.54% |
94,284
-38,480
|
|