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
$4.18B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$6.31M
3
+$5.38M
4
MS icon
Morgan Stanley
MS
+$4.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.86M

Top Sells

1
+$70.4M
2
+$66.7M
3
+$65.7M
4
AMZN icon
Amazon
AMZN
+$64.8M
5
JPM icon
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
WMT icon
51
Walmart Inc. Common Stock
WMT
$930B
$22.3M 0.54%
216,793
+10,525
IJH icon
52
iShares Core S&P Mid-Cap ETF
IJH
$103B
$21.3M 0.51%
326,068
-7,676
SPGI icon
53
S&P Global
SPGI
$152B
$21.2M 0.51%
43,503
-6,107
TMO icon
54
Thermo Fisher Scientific
TMO
$215B
$20.9M 0.5%
43,163
-115
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$20.5M 0.49%
379,276
-235,651
VIG icon
56
Vanguard Dividend Appreciation ETF
VIG
$102B
$20.5M 0.49%
94,927
-5,718
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.08T
$20M 0.48%
39,787
-13,348
NOW icon
58
ServiceNow
NOW
$179B
$19.8M 0.48%
21,565
-1,963
PM icon
59
Philip Morris
PM
$239B
$18.8M 0.45%
115,930
-18,121
MDY icon
60
SPDR S&P MidCap 400 ETF Trust
MDY
$24.2B
$18.8M 0.45%
31,461
-1,475
SHY icon
61
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
$18.4M 0.44%
221,688
-18,160
PANW icon
62
Palo Alto Networks
PANW
$134B
$18.3M 0.44%
89,646
-6,341
KO icon
63
Coca-Cola
KO
$303B
$17.9M 0.43%
269,869
-4,924
IWP icon
64
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$17.9M 0.43%
125,430
+3,949
LVHI icon
65
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.68B
$17.7M 0.42%
509,072
+77,381
AVGO icon
66
Broadcom
AVGO
$1.7T
$17.5M 0.42%
53,093
+1,539
SNA icon
67
Snap-on
SNA
$18.2B
$17.4M 0.42%
50,342
+360
VYM icon
68
Vanguard High Dividend Yield ETF
VYM
$69.1B
$16.8M 0.4%
119,540
+3,508
IJT icon
69
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.5B
$16.8M 0.4%
118,435
-10,949
QQQ icon
70
Invesco QQQ Trust
QQQ
$404B
$16.7M 0.4%
27,790
+775
ABT icon
71
Abbott
ABT
$218B
$16.4M 0.39%
122,698
+21,301
TBLL icon
72
Invesco Short Term Treasury ETF
TBLL
$2.24B
$15.8M 0.38%
149,109
-11,841
TMUS icon
73
T-Mobile US
TMUS
$218B
$15.6M 0.37%
65,044
+148
TDG icon
74
TransDigm Group
TDG
$72.9B
$15.4M 0.37%
11,714
-1,257
VZ icon
75
Verizon
VZ
$172B
$15.1M 0.36%
343,850
-23,651
1 2
3
4 5