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
$4.94B
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.55M
3
+$4.81M
4
WM icon
Waste Management
WM
+$4.77M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.24M

Top Sells

1
+$23.1M
2
+$11.2M
3
+$9.78M
4
MCHP icon
Microchip Technology
MCHP
+$7.95M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Technology 16.74%
2 Financials 13.57%
3 Healthcare 10.32%
4 Industrials 7.68%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.8M 0.46%
103,924
+2,406
52
$22.3M 0.45%
38,788
+1,909
53
$22.3M 0.45%
485,708
-44
54
$22.2M 0.45%
280,553
+3,968
55
$21.4M 0.43%
174,507
-21,604
56
$21M 0.42%
94,936
-839
57
$21M 0.42%
61,598
+1,299
58
$20.8M 0.42%
339,516
-39,946
59
$20.6M 0.42%
178,695
+2,262
60
$19.9M 0.4%
528,493
+272
61
$19.2M 0.39%
197,065
+4,589
62
$19.1M 0.39%
33,590
+266
63
$19.1M 0.39%
361,318
-2,125
64
$19M 0.39%
305,213
-30,179
65
$19M 0.38%
154,180
-27,916
66
$18.5M 0.37%
62,313
+393
67
$17.9M 0.36%
76,215
+15,085
68
$17.9M 0.36%
67,876
+1,707
69
$17.7M 0.36%
441,079
+1,345
70
$17.3M 0.35%
211,226
+22,721
71
$17.3M 0.35%
112,754
-22,577
72
$17.2M 0.35%
142,621
+1,001
73
$17M 0.34%
50,037
+304
74
$16.9M 0.34%
270,616
+1,178
75
$16.8M 0.34%
13,238
-116
1 2
3
4 5