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
$4.75B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$10.3M
4
BK icon
Bank of New York Mellon
BK
+$8.24M
5
AVGO icon
Broadcom
AVGO
+$7.64M

Top Sells

1
+$49.3M
2
+$45M
3
+$44.7M
4
JPM icon
JPMorgan Chase
JPM
+$34.6M
5
V icon
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
SMH icon
476
VanEck Semiconductor ETF
SMH
$42.5B
$53K ﹤0.01%
190
PFG icon
477
Principal Financial Group
PFG
$20B
$52.7K ﹤0.01%
664
FBK icon
478
FB Financial Corp
FBK
$3.24B
$46.5K ﹤0.01%
1,026
SOLV icon
479
Solventum
SOLV
$14B
$45.7K ﹤0.01%
602
SGRY icon
480
Surgery Partners
SGRY
$2.07B
$44.5K ﹤0.01%
2,000
UA icon
481
Under Armour Class C
UA
$2.37B
$38.9K ﹤0.01%
6,000
KMX icon
482
CarMax
KMX
$6.88B
$35.5K ﹤0.01%
528
-1,858
WEC icon
483
WEC Energy
WEC
$35.2B
$34.2K ﹤0.01%
328
ONB icon
484
Old National Bancorp
ONB
$9.1B
$29.8K ﹤0.01%
1,395
-3,051
BSL
485
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$178M
$28.9K ﹤0.01%
2,018
-5,922
BAM icon
486
Brookfield Asset Management
BAM
$83.9B
$27.3K ﹤0.01%
494
TPR icon
487
Tapestry
TPR
$27.2B
$26.3K ﹤0.01%
300
PPG icon
488
PPG Industries
PPG
$24.7B
$25.6K ﹤0.01%
225
-400
AMPH icon
489
Amphastar Pharmaceuticals
AMPH
$1.19B
$23K ﹤0.01%
1,000
VERU icon
490
Veru
VERU
$38.8M
$11.6K ﹤0.01%
+2,000
ETY icon
491
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.42B
$9.73K ﹤0.01%
629
-8,493
KD icon
492
Kyndryl
KD
$6.18B
$4.83K ﹤0.01%
115
SLVM icon
493
Sylvamo
SLVM
$2.06B
$4.76K ﹤0.01%
95
WFC.PRL icon
494
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.9B
$3.52K ﹤0.01%
3
-50
O icon
495
Realty Income
O
$55.7B
$2.59K ﹤0.01%
45
-4,518
CFG icon
496
Citizens Financial Group
CFG
$26B
$2.55K ﹤0.01%
57
OGN icon
497
Organon & Co
OGN
$2.26B
$1.82K ﹤0.01%
188
WBD icon
498
Warner Bros
WBD
$70.6B
$1.73K ﹤0.01%
151
KHC icon
499
Kraft Heinz
KHC
$28.7B
$1.55K ﹤0.01%
60
EMN icon
500
Eastman Chemical
EMN
$8.01B
$1.42K ﹤0.01%
19
18 19
20
21 22