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
ED icon
551
Consolidated Edison
ED
$35.6B
-2,317
DKNG icon
552
DraftKings
DKNG
$15.1B
-5,825
CP icon
553
Canadian Pacific Kansas City
CP
$63.9B
-4,854
CMI icon
554
Cummins
CMI
$65.3B
-400
CHD icon
555
Church & Dwight Co
CHD
$20.9B
-560
CALF icon
556
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.98B
-27,815
ANSS
557
DELISTED
Ansys
ANSS
-270
AN icon
558
AutoNation
AN
$6.91B
-115
AAON icon
559
Aaon
AAON
$8.61B
-1,125