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
101
$7.8M 0.28%
26,615
+254
102
$7.71M 0.28%
+351,982
103
$7.66M 0.28%
104,296
-9,120
104
$7.5M 0.27%
37,272
+1,677
105
$7.49M 0.27%
93,418
-6,262
106
$7.36M 0.27%
54,854
-3,048
107
$7.33M 0.27%
93,477
-7,536
108
$7.18M 0.26%
49,706
+4,466
109
$7.11M 0.26%
21,280
+1,494
110
$6.91M 0.25%
29,691
+9,335
111
$6.87M 0.25%
71,002
+16,480
112
$6.85M 0.25%
32,956
+737
113
$6.76M 0.24%
56,856
-28,027
114
$6.73M 0.24%
12,828
+655
115
$6.64M 0.24%
82,224
+4,882
116
$6.5M 0.24%
33,289
+1,126
117
$6.47M 0.23%
28,036
-908
118
$6.26M 0.23%
42,194
+647
119
$6.18M 0.22%
85,936
+531
120
$6.17M 0.22%
71,693
+15,259
121
$6.1M 0.22%
47,442
+458
122
$6.08M 0.22%
99,672
-69,200
123
$5.99M 0.22%
44,111
-22,403
124
$5.89M 0.21%
62,946
-20,733
125
$5.8M 0.21%
180,787
+2,338
3 4
5
6 7