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
51
$14.9M 0.54%
39,587
+6,828
52
$14.9M 0.54%
510,926
-9,521
53
$14.8M 0.54%
64,752
+2,206
54
$14.8M 0.53%
90,357
+2,308
55
$14.7M 0.53%
155,013
+3,796
56
$14.6M 0.53%
67,851
+3,324
57
$14.5M 0.53%
44,896
-212
58
$14.3M 0.52%
286,192
-6,727
59
$14.1M 0.51%
111,354
+2,651
60
$14M 0.51%
39,049
+5,939
61
$13.8M 0.5%
313,745
-2,835
62
$13.6M 0.49%
312,600
+19,654
63
$13.4M 0.49%
216,483
-41,482
64
$13.1M 0.47%
23,801
+6,818
65
$12.9M 0.47%
60,970
+1,928
66
$12.9M 0.47%
137,037
+639
67
$12.9M 0.47%
48,216
+4,314
68
$12.8M 0.46%
145,559
+7,929
69
$12.6M 0.46%
56,106
-1,961
70
$12.6M 0.46%
151,960
+9,838
71
$12.6M 0.46%
41,191
+5,889
72
$12.2M 0.44%
65,090
+133
73
$11.5M 0.42%
132,374
+1,672
74
$11.5M 0.42%
234,046
-1,442
75
$11.5M 0.42%
39,921
-268
1 2
3
4 5