PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.18B
1-Year Est. Return
16.01%
1 Year Est. Return
+16.01%
AUM
$4.18B
AUM Growth
-$577M
(-12%)
Holding
536
Top Buys
| 1 | +$38M | |
| 2 | +$6.31M | |
| 3 | +$5.38M | |
| 4 |
Morgan Stanley
MS
|
+$4.48M |
| 5 |
Vanguard Growth ETF
VUG
|
+$3.86M |
Top Sells
| 1 | +$70.4M | |
| 2 | +$66.7M | |
| 3 | +$65.7M | |
| 4 |
Amazon
AMZN
|
+$64.8M |
| 5 |
JPMorgan Chase
JPM
|
+$53.7M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Financials | 14.26% |
| 3 | Healthcare | 7.48% |
| 4 | Industrials | 6.73% |
| 5 | Communication Services | 4.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
W.R. Berkley
WRB
$26.3B
| – | – |
-1,467
|
|
||
527
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
| – | – |
-5,370
|
|
||
528
Solventum
SOLV
$14.4B
| – | – |
-602
|
|
||
529
American International
AIG
$45.8B
| – | – |
-2,766
|
|
||
530
Amphastar Pharmaceuticals
AMPH
$1.16B
| – | – |
-1,000
|
|
||
531
Ares Capital
ARCC
$14.9B
| – | – |
-9,165
|
|
||
532
Avery Dennison
AVY
$14.1B
| – | – |
-1,470
|
|
||
533
Brookfield Asset Management
BAM
$86.6B
| – | – |
-494
|
|
||
534
Baxter International
BAX
$9.84B
| – | – |
-7,665
|
|
||
535
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
| – | – |
-6,226
|
|
||
536
Sylvamo
SLVM
$1.98B
| – | – |
-95
|
|