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
476
$11K ﹤0.01%
+160
477
$10K ﹤0.01%
1,280
478
$9K ﹤0.01%
+50
479
$9K ﹤0.01%
+165
480
$8K ﹤0.01%
+34
481
$8K ﹤0.01%
479
482
$7K ﹤0.01%
27
+15
483
$7K ﹤0.01%
895
484
$6K ﹤0.01%
+105
485
$6K ﹤0.01%
683
-96
486
$6K ﹤0.01%
+65
487
$5K ﹤0.01%
+80
488
$5K ﹤0.01%
378
489
$5K ﹤0.01%
200
490
$5K ﹤0.01%
350
491
$4K ﹤0.01%
+85
492
$4K ﹤0.01%
+30
493
$4K ﹤0.01%
+162
494
$4K ﹤0.01%
+95
495
$4K ﹤0.01%
+65
496
$4K ﹤0.01%
+92
497
$4K ﹤0.01%
+115
498
$4K ﹤0.01%
190
+2
499
$4K ﹤0.01%
130
-45
500
$3K ﹤0.01%
+35
18 19
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