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
26
$33M 0.67%
178,372
+20,750
27
$32.8M 0.66%
293,041
+91
28
$31.2M 0.63%
31,184
+55
29
$31.1M 0.63%
173,978
-1,676
30
$30.7M 0.62%
67,401
-5,875
31
$30.7M 0.62%
56,890
-49
32
$30.3M 0.61%
104,442
-5,664
33
$29.7M 0.6%
175,460
-1,024
34
$29.7M 0.6%
140,368
+264
35
$29.5M 0.6%
203,361
-1,970
36
$29.4M 0.59%
174,645
-420
37
$28.8M 0.58%
564,824
+16,927
38
$27.7M 0.56%
94,624
-6,073
39
$27.2M 0.55%
35,282
-679
40
$26.3M 0.53%
53,395
-8,788
41
$26.3M 0.53%
79,102
-4,585
42
$26.1M 0.53%
571,231
+23,264
43
$25.1M 0.51%
330,589
+11,041
44
$24.3M 0.49%
166,300
-1,532
45
$24.2M 0.49%
99,920
+1,019
46
$24.1M 0.49%
430,979
-200
47
$24M 0.49%
48,251
+546
48
$23.6M 0.48%
464,910
+10,637
49
$23.5M 0.48%
101,081
+922
50
$23.4M 0.47%
226,506
-53,718
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