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
101
$12.7M 0.26%
97,048
+28,666
102
$12.2M 0.25%
23,329
+837
103
$12.1M 0.24%
80,951
+6
104
$11.9M 0.24%
23,400
+3,344
105
$11.5M 0.23%
19,100
+6,783
106
$11.4M 0.23%
188,917
+7,436
107
$11.4M 0.23%
135,065
-1,395
108
$11.3M 0.23%
89,979
-1,911
109
$11.1M 0.23%
37,793
+64
110
$10.9M 0.22%
25,973
+221
111
$10.9M 0.22%
209,584
-1,707
112
$10.9M 0.22%
208,084
+2,764
113
$10.8M 0.22%
17,166
+515
114
$10.8M 0.22%
129,537
-26,328
115
$10.6M 0.21%
57,908
+1,655
116
$10.5M 0.21%
353,272
+50,220
117
$10.5M 0.21%
130,687
+52,827
118
$10.4M 0.21%
51,437
+23,606
119
$10.1M 0.2%
329,837
+53,367
120
$10M 0.2%
114,729
-128,198
121
$9.79M 0.2%
58,560
-2,177
122
$9.75M 0.2%
91,961
+1,307
123
$9.7M 0.2%
340,724
-48,587
124
$9.63M 0.2%
33,082
+803
125
$9.53M 0.19%
265,010
+1,874
3 4
5
6 7