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
$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
CADE icon
476
Cadence Bank
CADE
$6.81B
$55.7K ﹤0.01%
1,750
SCHK icon
477
Schwab 1000 Index ETF
SCHK
$4.64B
$55.3K ﹤0.01%
1,000
-1,000
RJF icon
478
Raymond James Financial
RJF
$32.2B
$54.1K ﹤0.01%
442
IBKR icon
479
Interactive Brokers
IBKR
$29.5B
$51.6K ﹤0.01%
1,480
UA icon
480
Under Armour Class C
UA
$1.98B
$50.2K ﹤0.01%
6,000
AMPH icon
481
Amphastar Pharmaceuticals
AMPH
$1.11B
$48.5K ﹤0.01%
1,000
EW icon
482
Edwards Lifesciences
EW
$43.8B
$48.2K ﹤0.01%
730
SMH icon
483
VanEck Semiconductor ETF
SMH
$34.9B
$46.6K ﹤0.01%
190
FDS icon
484
Factset
FDS
$10.8B
$46K ﹤0.01%
100
SOLV icon
485
Solventum
SOLV
$12.5B
$42K ﹤0.01%
602
EEM icon
486
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$40.9K ﹤0.01%
891
MOAT icon
487
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$36.2K ﹤0.01%
373
NVG icon
488
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
$33.6K ﹤0.01%
2,510
PLTR icon
489
Palantir
PLTR
$423B
$33.3K ﹤0.01%
895
WEC icon
490
WEC Energy
WEC
$37.6B
$31.5K ﹤0.01%
328
ROK icon
491
Rockwell Automation
ROK
$39.1B
$26.8K ﹤0.01%
100
MHD icon
492
BlackRock MuniHoldings Fund
MHD
$612M
$25.3K ﹤0.01%
2,000
RNST icon
493
Renasant Corp
RNST
$3.24B
$23.7K ﹤0.01%
730
BAM icon
494
Brookfield Asset Management
BAM
$87.4B
$23.4K ﹤0.01%
494
JLL icon
495
Jones Lang LaSalle
JLL
$14.2B
$20.8K ﹤0.01%
77
AN icon
496
AutoNation
AN
$8.1B
$20.6K ﹤0.01%
115
TER icon
497
Teradyne
TER
$22B
$19.6K ﹤0.01%
146
MYI icon
498
BlackRock MuniYield Quality Fund III
MYI
$731M
$14.4K ﹤0.01%
1,200
TPR icon
499
Tapestry
TPR
$24.2B
$14.1K ﹤0.01%
300
SLVM icon
500
Sylvamo
SLVM
$1.7B
$8.16K ﹤0.01%
95