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
126
$5.57M 0.2%
128,865
+6,051
127
$5.38M 0.19%
20,116
+1,265
128
$5.22M 0.19%
137,365
-64,211
129
$5.19M 0.19%
62,944
+1,003
130
$5.19M 0.19%
32,391
+1,166
131
$5.09M 0.18%
51,380
-50,571
132
$5.09M 0.18%
+100,000
133
$4.91M 0.18%
51,156
-6,989
134
$4.82M 0.17%
47,013
-806
135
$4.79M 0.17%
51,448
-4,828
136
$4.76M 0.17%
55,114
+31,244
137
$4.72M 0.17%
89,601
-16,612
138
$4.66M 0.17%
115,329
-5,924
139
$4.59M 0.17%
91,581
+902
140
$4.46M 0.16%
25,290
+505
141
$4.41M 0.16%
362,820
+22,480
142
$4.35M 0.16%
131,468
+199
143
$4.25M 0.15%
2,584
-16
144
$4.25M 0.15%
106,152
-21,899
145
$4.06M 0.15%
54,262
+619
146
$4.01M 0.15%
55,235
+1,879
147
$4M 0.14%
56,346
+1,286
148
$3.88M 0.14%
51,197
-3,820
149
$3.8M 0.14%
88,586
+2,744
150
$3.69M 0.13%
48,241
-301
4 5
6
7 8