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
76
$16.8M 0.34%
39,629
77
$16.6M 0.34%
5,247
-3
78
$16.4M 0.33%
51,939
+2,302
79
$15.9M 0.32%
72,206
+1,947
80
$15.9M 0.32%
116,881
+7,928
81
$15.7M 0.32%
37,427
+157
82
$15.6M 0.32%
122,547
+5,341
83
$15.6M 0.32%
59,433
+1,479
84
$15.2M 0.31%
177,064
-7,687
85
$15.2M 0.31%
137,170
+3,783
86
$14.6M 0.3%
361,580
+18,086
87
$14.6M 0.3%
80,235
+3,157
88
$14.6M 0.3%
88,283
+1,970
89
$14.4M 0.29%
113,872
+3,805
90
$14.4M 0.29%
167,111
+478
91
$14.3M 0.29%
154,496
-9,597
92
$13.9M 0.28%
2,818
+28
93
$13.9M 0.28%
67,569
+23
94
$13.8M 0.28%
156,120
-1,642
95
$13.7M 0.28%
140,691
-37,197
96
$13.4M 0.27%
71,828
+53
97
$13.1M 0.27%
207,548
+539
98
$12.9M 0.26%
115,974
+607
99
$12.9M 0.26%
122,542
+9,630
100
$12.8M 0.26%
142,126
-762
2 3
4
5 6