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
126
$9.46M 0.19%
27,951
-12
127
$9.43M 0.19%
41,125
+4
128
$9.25M 0.19%
92,940
-37,522
129
$9.19M 0.19%
81,223
+30,129
130
$8.86M 0.18%
95,886
-5,400
131
$8.85M 0.18%
46,213
+464
132
$8.71M 0.18%
151,328
+51,331
133
$8.41M 0.17%
86,806
+3,881
134
$8.4M 0.17%
146,248
-14,547
135
$8.24M 0.17%
163,416
-5,657
136
$8.22M 0.17%
71,171
+21,008
137
$8.2M 0.17%
41,796
+4,385
138
$8.17M 0.17%
75,288
+2,668
139
$7.92M 0.16%
51,069
+1,623
140
$7.72M 0.16%
128,354
-50,140
141
$7.72M 0.16%
189,386
+1,142
142
$7.62M 0.15%
75,387
-1,160
143
$7.61M 0.15%
58,855
+1,719
144
$7.59M 0.15%
36,072
+349
145
$7.52M 0.15%
46,136
+271
146
$7.2M 0.15%
31,025
+564
147
$7.17M 0.15%
69,363
-500
148
$7.11M 0.14%
94,234
-5,622
149
$7.01M 0.14%
18,553
+58
150
$6.78M 0.14%
120,001
+28,503
4 5
6
7 8