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
$4.18B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$6.31M
3
+$5.38M
4
MS icon
Morgan Stanley
MS
+$4.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.86M

Top Sells

1
+$70.4M
2
+$66.7M
3
+$65.7M
4
AMZN icon
Amazon
AMZN
+$64.8M
5
JPM icon
JPMorgan Chase
JPM
+$53.7M

Sector Composition

1 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
151
Deere & Co
DE
$132B
$6.47M 0.15%
14,142
-11,850
TLT icon
152
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
$5.97M 0.14%
66,833
+7,418
HYGV icon
153
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.18B
$5.96M 0.14%
144,593
-6,822
HWM icon
154
Howmet Aerospace
HWM
$79.4B
$5.96M 0.14%
30,352
-717
VNQ icon
155
Vanguard Real Estate ETF
VNQ
$33.8B
$5.92M 0.14%
64,718
-976
EFV icon
156
iShares MSCI EAFE Value ETF
EFV
$27.9B
$5.89M 0.14%
86,787
-1,237
PEP icon
157
PepsiCo
PEP
$207B
$5.82M 0.14%
41,468
-7,860
BIV icon
158
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$5.73M 0.14%
73,377
-4,028
MRK icon
159
Merck
MRK
$249B
$5.72M 0.14%
68,175
-44,399
IJJ icon
160
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
$5.7M 0.14%
43,961
-13
IEF icon
161
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$5.7M 0.14%
59,102
-15,186
XSOE icon
162
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.81B
$5.68M 0.14%
149,781
+13,689
BSX icon
163
Boston Scientific
BSX
$137B
$5.65M 0.14%
57,913
-5,923
C icon
164
Citigroup
C
$202B
$5.51M 0.13%
54,285
+6,069
KKR icon
165
KKR & Co
KKR
$120B
$5.45M 0.13%
41,919
+262
SCHD icon
166
Schwab US Dividend Equity ETF
SCHD
$71.8B
$5.19M 0.12%
189,994
-2,126
NEE icon
167
NextEra Energy
NEE
$170B
$5.18M 0.12%
68,579
+515
AZO icon
168
AutoZone
AZO
$57.9B
$5.03M 0.12%
1,172
-2,433
CAT icon
169
Caterpillar
CAT
$276B
$4.86M 0.12%
10,184
-5,842
ADI icon
170
Analog Devices
ADI
$137B
$4.81M 0.12%
19,574
+2,815
RTX icon
171
RTX Corp
RTX
$244B
$4.49M 0.11%
26,855
+75
LOW icon
172
Lowe's Companies
LOW
$140B
$4.48M 0.11%
17,840
-1,161
VTEB icon
173
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$4.13M 0.1%
82,431
-297,874
TSLA icon
174
Tesla
TSLA
$1.58T
$4.01M 0.1%
9,011
+935
NHI icon
175
National Health Investors
NHI
$3.72B
$4M 0.1%
50,252
5 6
7
8 9