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
26
$24.9M 0.9%
90,313
+6,749
27
$23.3M 0.84%
318,732
+14,131
28
$22.5M 0.81%
261,270
+24,768
29
$22.5M 0.81%
105,136
-2,906
30
$22.2M 0.8%
207,337
+3,608
31
$22M 0.8%
280,564
+18,289
32
$21.9M 0.79%
135,293
+9,373
33
$21.8M 0.79%
195,187
+70,338
34
$20.7M 0.75%
115,252
+102
35
$20.7M 0.75%
151,895
+558
36
$20.5M 0.74%
213,694
+11,750
37
$20.4M 0.74%
152,105
+4,523
38
$19.2M 0.69%
201,344
+1,434
39
$18M 0.65%
321,881
+3,342
40
$17.9M 0.65%
444,450
+71,059
41
$17.7M 0.64%
37,439
+2,713
42
$17.5M 0.63%
311,950
+2,805
43
$16.8M 0.61%
459,902
-15,272
44
$16.4M 0.59%
123,219
+7,227
45
$16.4M 0.59%
7,636
+20
46
$16.3M 0.59%
99,135
+1,347
47
$16.2M 0.59%
370,975
+9,775
48
$15.9M 0.58%
110,748
+21,834
49
$15.8M 0.57%
537,932
+9,113
50
$15.8M 0.57%
116,896
-7,558
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