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
151
$6.77M 0.14%
39,475
+81
152
$6.69M 0.14%
33,770
+440
153
$6.66M 0.13%
32,174
154
$6.65M 0.13%
52,273
-452
155
$6.47M 0.13%
12,438
+126
156
$6.41M 0.13%
57,744
-2,352
157
$6.33M 0.13%
42,926
-2,654
158
$6.18M 0.13%
318,197
159
$6.14M 0.12%
104,581
+345
160
$6.13M 0.12%
81,925
+7,203
161
$6.07M 0.12%
21,690
+354
162
$6M 0.12%
64,714
163
$5.98M 0.12%
66,477
+439
164
$5.87M 0.12%
74,270
+11,230
165
$5.63M 0.11%
89,934
-53,745
166
$5.62M 0.11%
205,750
-12,344
167
$5.54M 0.11%
24,347
+5,583
168
$5.34M 0.11%
41,547
-34,901
169
$5.17M 0.1%
18,610
+10,228
170
$5.02M 0.1%
56,882
+2,265
171
$4.93M 0.1%
68,551
-29
172
$4.65M 0.09%
46,173
+92
173
$4.62M 0.09%
49,798
174
$4.6M 0.09%
18,450
+483
175
$4.48M 0.09%
25,342
+1,895
5 6
7
8 9