PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.18B
1-Year Est. Return
16.01%
1 Year Est. Return
+16.01%
AUM
$4.75B
AUM Growth
-$209M
(-4.2%)
Holding
559
Top Buys
| 1 | +$13M | |
| 2 | +$11.1M | |
| 3 | +$10.3M | |
| 4 |
Bank of New York Mellon
BK
|
+$8.24M |
| 5 |
Broadcom
AVGO
|
+$7.64M |
Top Sells
| 1 | +$49.3M | |
| 2 | +$45M | |
| 3 | +$44.7M | |
| 4 |
JPMorgan Chase
JPM
|
+$34.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
iShares MSCI EAFE ETF
EFA
$73.5B
| $34.6M | 0.73% |
386,679
+32,982
|
|
||
27
Home Depot
HD
$378B
| $32.4M | 0.68% |
88,396
-18,596
|
|
||
28
AbbVie
ABBV
$379B
| $31.8M | 0.67% |
171,556
+536
|
|
||
29
Eli Lilly
LLY
$929B
| $31.8M | 0.67% |
40,736
+1,538
|
|
||
30
iShares Russell 1000 Value ETF
IWD
$71.6B
| $31.4M | 0.66% |
161,911
-9,343
|
|
||
31
Vanguard Total Stock Market ETF
VTI
$582B
| $30.6M | 0.64% |
100,707
-3,838
|
|
||
32
Vanguard FTSE Emerging Markets ETF
VWO
$110B
| $30.4M | 0.64% |
614,927
+20,168
|
|
||
33
CME Group
CME
$101B
| $28.9M | 0.61% |
105,003
+3,133
|
|
||
34
Chevron
CVX
$332B
| $28.9M | 0.61% |
201,778
-682
|
|
||
35
IBM
IBM
$286B
| $28.1M | 0.59% |
95,331
-7,703
|
|
||
36
Eaton
ETN
$134B
| $28M | 0.59% |
78,422
-1,518
|
|
||
37
Automatic Data Processing
ADP
$105B
| $27.9M | 0.59% |
90,623
-2,324
|
|
||
38
Johnson & Johnson
JNJ
$527B
| $27.6M | 0.58% |
180,918
-8,373
|
|
||
39
Procter & Gamble
PG
$338B
| $27.2M | 0.57% |
170,551
-603
|
|
||
40
S&P Global
SPGI
$165B
| $26.2M | 0.55% |
49,610
+579
|
|
||
41
Quanta Services
PWR
$69.6B
| $26M | 0.55% |
68,732
+14,122
|
|
||
42
Berkshire Hathaway Class B
BRK.B
$1.06T
| $25.8M | 0.54% |
53,135
-15,435
|
|
||
43
VictoryShares Dividend Accelerator ETF
VSDA
$231M
| $25.8M | 0.54% |
497,870
+9,403
|
|
||
44
SPDR Gold Trust
GLD
$157B
| $25.5M | 0.54% |
83,625
-13,664
|
|
||
45
Philip Morris
PM
$270B
| $24.4M | 0.51% |
134,051
-4,821
|
|
||
46
Emerson Electric
EMR
$84B
| $24.3M | 0.51% |
182,021
-110,857
|
|
||
47
Lockheed Martin
LMT
$135B
| $24.2M | 0.51% |
52,306
-132
|
|
||
48
ServiceNow
NOW
$134B
| $24.2M | 0.51% |
117,640
-36,645
|
|
||
49
Vanguard Mid-Cap ETF
VO
$94.4B
| $24M | 0.51% |
85,798
+11,225
|
|
||
50
Valero Energy
VLO
$56B
| $23.6M | 0.5% |
175,872
+24,717
|
|