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
151
$3.65M 0.13%
63,062
+8,622
152
$3.63M 0.13%
12,751
+3,168
153
$3.59M 0.13%
42,880
-35
154
$3.56M 0.13%
39,424
+2,170
155
$3.47M 0.13%
52,493
+850
156
$3.45M 0.12%
21,013
-15,396
157
$3.23M 0.12%
51,925
+13,428
158
$3.18M 0.12%
82,592
+1,444
159
$3.14M 0.11%
121,891
-138,360
160
$2.99M 0.11%
49,035
-1,466
161
$2.96M 0.11%
20,642
-2,023
162
$2.94M 0.11%
54,216
+6,371
163
$2.93M 0.11%
145,867
-10,206
164
$2.87M 0.1%
+373,338
165
$2.83M 0.1%
25,155
-35,293
166
$2.74M 0.1%
111,413
+2,092
167
$2.72M 0.1%
9,879
-11,402
168
$2.7M 0.1%
28,065
169
$2.64M 0.1%
78,549
+46,825
170
$2.62M 0.09%
16,919
-9,415
171
$2.61M 0.09%
10,720
-554
172
$2.59M 0.09%
20,359
+2,313
173
$2.58M 0.09%
32,006
+811
174
$2.56M 0.09%
21,583
+2,450
175
$2.56M 0.09%
28,858
+49
5 6
7
8 9