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
$2.76B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$8.67M
2 +$7.89M
3 +$7.86M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.71M
5
MSFT icon
Microsoft
MSFT
+$6.24M

Top Sells

1 +$5.01M
2 +$5.01M
3 +$4.22M
4
KMB icon
Kimberly-Clark
KMB
+$3.97M
5
INTC icon
Intel
INTC
+$3.57M

Sector Composition

1 Financials 13.62%
2 Technology 12.89%
3 Healthcare 11.6%
4 Industrials 8.03%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-1,500
552
$0 ﹤0.01%
+5
553
-100
554
$0 ﹤0.01%
+5
555
$0 ﹤0.01%
4
556
$0 ﹤0.01%
+20
557
$0 ﹤0.01%
+15
558
-644
559
-7,145
560
$0 ﹤0.01%
+5
561
$0 ﹤0.01%
+10
562
-1,450