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
$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
DIA icon
76
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
$16.8M 0.34%
39,629
AZO icon
77
AutoZone
AZO
$67.2B
$16.6M 0.34%
5,247
-3
PWR icon
78
Quanta Services
PWR
$64.6B
$16.4M 0.33%
51,939
+2,302
TMUS icon
79
T-Mobile US
TMUS
$258B
$15.9M 0.32%
72,206
+1,947
IJT icon
80
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$15.9M 0.32%
116,881
+7,928
DE icon
81
Deere & Co
DE
$124B
$15.7M 0.32%
37,427
+157
VYM icon
82
Vanguard High Dividend Yield ETF
VYM
$64.9B
$15.6M 0.32%
122,547
+5,341
AMGN icon
83
Amgen
AMGN
$161B
$15.6M 0.32%
59,433
+1,479
OMC icon
84
Omnicom Group
OMC
$15B
$15.2M 0.31%
177,064
-7,687
MRVL icon
85
Marvell Technology
MRVL
$75.8B
$15.2M 0.31%
137,170
+3,783
VZ icon
86
Verizon
VZ
$171B
$14.6M 0.3%
361,580
+18,086
PANW icon
87
Palo Alto Networks
PANW
$141B
$14.6M 0.3%
80,235
+3,157
APO icon
88
Apollo Global Management
APO
$69.4B
$14.6M 0.3%
88,283
+1,970
IWP icon
89
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$14.4M 0.29%
113,872
+3,805
NKE icon
90
Nike
NKE
$99.6B
$14.4M 0.29%
167,111
+478
IEF icon
91
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$14.3M 0.29%
154,496
-9,597
BKNG icon
92
Booking.com
BKNG
$164B
$13.9M 0.28%
2,818
+28
FI icon
93
Fiserv
FI
$66.1B
$13.9M 0.28%
67,569
+23
MDT icon
94
Medtronic
MDT
$123B
$13.8M 0.28%
156,120
-1,642
BMO icon
95
Bank of Montreal
BMO
$89.5B
$13.7M 0.28%
140,691
-37,197
AMT icon
96
American Tower
AMT
$89.6B
$13.4M 0.27%
71,828
+53
CM icon
97
Canadian Imperial Bank of Commerce
CM
$74.6B
$13.1M 0.27%
207,548
+539
DUK icon
98
Duke Energy
DUK
$99.9B
$12.9M 0.26%
115,974
+607
TBLL icon
99
Invesco Short Term Treasury ETF
TBLL
$2.22B
$12.9M 0.26%
122,542
+9,630
WMT icon
100
Walmart
WMT
$859B
$12.8M 0.26%
142,126
-762
2 3
4
5 6