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
476
$55.7K ﹤0.01%
1,750
477
$55.3K ﹤0.01%
1,000
-1,000
478
$54.1K ﹤0.01%
442
479
$51.6K ﹤0.01%
1,480
480
$50.2K ﹤0.01%
6,000
481
$48.5K ﹤0.01%
1,000
482
$48.2K ﹤0.01%
730
483
$46.6K ﹤0.01%
190
484
$46K ﹤0.01%
100
485
$42K ﹤0.01%
602
486
$40.9K ﹤0.01%
891
487
$36.2K ﹤0.01%
373
488
$33.6K ﹤0.01%
2,510
489
$33.3K ﹤0.01%
895
490
$31.5K ﹤0.01%
328
491
$26.8K ﹤0.01%
100
492
$25.3K ﹤0.01%
2,000
493
$23.7K ﹤0.01%
730
494
$23.4K ﹤0.01%
494
495
$20.8K ﹤0.01%
77
496
$20.6K ﹤0.01%
115
497
$19.6K ﹤0.01%
146
498
$14.4K ﹤0.01%
1,200
499
$14.1K ﹤0.01%
300
500
$8.16K ﹤0.01%
95
18 19
20
21 22