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
$4.96B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$17.6M
3 +$5.85M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.34M
5
ASML icon
ASML
ASML
+$4.98M

Top Sells

1 +$19.4M
2 +$11M
3 +$6.67M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.61M
5
DEO icon
Diageo
DEO
+$4.89M

Sector Composition

1 Technology 15.84%
2 Financials 14.43%
3 Healthcare 9.65%
4 Industrials 7.53%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TPR icon
501
Tapestry
TPR
$24.2B
$19.6K ﹤0.01%
300
AN icon
502
AutoNation
AN
$8.1B
$19.5K ﹤0.01%
115
JLL icon
503
Jones Lang LaSalle
JLL
$14.2B
$19.5K ﹤0.01%
77
TER icon
504
Teradyne
TER
$22B
$18.4K ﹤0.01%
146
MYI icon
505
BlackRock MuniYield Quality Fund III
MYI
$731M
$13.2K ﹤0.01%
1,200
SLVM icon
506
Sylvamo
SLVM
$1.7B
$7.51K ﹤0.01%
95
BSX icon
507
Boston Scientific
BSX
$147B
$4.91K ﹤0.01%
55
KD icon
508
Kyndryl
KD
$6.38B
$3.98K ﹤0.01%
115
VCSA
509
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$3.05K ﹤0.01%
622
UCB
510
United Community Banks
UCB
$3.64B
$3.04K ﹤0.01%
94
OGN icon
511
Organon & Co
OGN
$2.41B
$2.81K ﹤0.01%
188
CFG icon
512
Citizens Financial Group
CFG
$21.3B
$2.49K ﹤0.01%
57
MVSTW icon
513
Microvast Holdings Warrants
MVSTW
$149M
$1.86K ﹤0.01%
10,000
KHC icon
514
Kraft Heinz
KHC
$30.2B
$1.84K ﹤0.01%
60
-7,936
EMN icon
515
Eastman Chemical
EMN
$7.04B
$1.74K ﹤0.01%
19
WBD icon
516
Warner Bros
WBD
$45B
$1.6K ﹤0.01%
151
FLS icon
517
Flowserve
FLS
$6.61B
$1.55K ﹤0.01%
27
CTSH icon
518
Cognizant
CTSH
$32.3B
$1.08K ﹤0.01%
14
WBA
519
DELISTED
Walgreens Boots Alliance
WBA
$933 ﹤0.01%
100
NOMD icon
520
Nomad Foods
NOMD
$1.84B
$873 ﹤0.01%
52
LEA icon
521
Lear
LEA
$5.29B
$852 ﹤0.01%
9
VTRS icon
522
Viatris
VTRS
$11.9B
$573 ﹤0.01%
46
ONL
523
Orion Office REIT
ONL
$143M
$15 ﹤0.01%
4
CLH icon
524
Clean Harbors
CLH
$12.7B
-917
DELL icon
525
Dell
DELL
$100B
-1,920