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
76
$11.4M 0.41%
64,309
+8,951
77
$10.7M 0.39%
26,533
+896
78
$10.4M 0.38%
263,880
+12,723
79
$10.3M 0.37%
61,775
+666
80
$9.78M 0.35%
154,980
+28,968
81
$9.7M 0.35%
84,886
-1,054
82
$9.59M 0.35%
360,572
+184,212
83
$9.49M 0.34%
117,542
+4,910
84
$9.4M 0.34%
311,281
+5,723
85
$9.17M 0.33%
42,337
+526
86
$9.05M 0.33%
89,061
+310
87
$9.03M 0.33%
97,914
+1,283
88
$8.95M 0.32%
37,311
+316
89
$8.95M 0.32%
87,362
+84,639
90
$8.91M 0.32%
112,023
+99,231
91
$8.88M 0.32%
106,967
+7,626
92
$8.84M 0.32%
309,465
+1,184
93
$8.65M 0.31%
196,824
+41,483
94
$8.38M 0.3%
152,937
+3,363
95
$8.23M 0.3%
72,829
+1,944
96
$8.06M 0.29%
75,219
+6,709
97
$7.94M 0.29%
116,734
+8,196
98
$7.93M 0.29%
46,715
+2,441
99
$7.88M 0.29%
211,929
+7,442
100
$7.88M 0.29%
44,764
+679
2 3
4
5 6