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
501
$5.15K ﹤0.01%
10,000
502
$4.61K ﹤0.01%
55
503
$3.6K ﹤0.01%
188
504
$2.85K ﹤0.01%
45
505
$2.73K ﹤0.01%
94
506
$2.64K ﹤0.01%
115
507
$2.34K ﹤0.01%
57
508
$2.13K ﹤0.01%
19
509
$1.75K ﹤0.01%
622
510
$1.4K ﹤0.01%
27
511
$1.25K ﹤0.01%
151
512
$1.08K ﹤0.01%
14
513
$991 ﹤0.01%
52
514
$982 ﹤0.01%
9
515
$896 ﹤0.01%
100
516
$534 ﹤0.01%
46
517
$16 ﹤0.01%
4
518
– –
-2,211
519
– –
-24,297
520
– –
-3,540
521
– –
-3,455
522
– –
-4,024
523
– –
-277
524
– –
-2,700
525
– –
-1,955
18 19 20
21
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