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
WFC icon
176
Wells Fargo
WFC
$292B
$3.93M 0.09%
46,858
-18,664
VRTX icon
177
Vertex Pharmaceuticals
VRTX
$116B
$3.81M 0.09%
9,719
+102
VCIT icon
178
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$3.73M 0.09%
44,325
-12,224
GPC icon
179
Genuine Parts
GPC
$18.4B
$3.69M 0.09%
26,655
+23,362
BAC icon
180
Bank of America
BAC
$404B
$3.5M 0.08%
67,831
-347,965
IEFA icon
181
iShares Core MSCI EAFE ETF
IEFA
$163B
$3.49M 0.08%
39,957
-38,246
BBY icon
182
Best Buy
BBY
$15.3B
$3.44M 0.08%
45,431
+4,240
QYLD icon
183
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$3.23M 0.08%
190,133
EEM icon
184
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$3.22M 0.08%
60,232
+117
IEMG icon
185
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$3.16M 0.08%
47,941
+3,602
TRV icon
186
Travelers Companies
TRV
$64.8B
$3.11M 0.07%
11,141
-1
VB icon
187
Vanguard Small-Cap ETF
VB
$69.6B
$3.08M 0.07%
12,128
-382
GD icon
188
General Dynamics
GD
$92B
$2.99M 0.07%
8,782
-32,016
RF icon
189
Regions Financial
RF
$24B
$2.87M 0.07%
108,650
+2,228
ALL icon
190
Allstate
ALL
$55.5B
$2.86M 0.07%
13,307
-1,746
XLRE icon
191
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.44B
$2.8M 0.07%
66,545
-1,295
RSP icon
192
Invesco S&P 500 Equal Weight ETF
RSP
$76.1B
$2.79M 0.07%
14,706
-8,274
VTV icon
193
Vanguard Value ETF
VTV
$158B
$2.79M 0.07%
14,944
+869
DIS icon
194
Walt Disney
DIS
$197B
$2.79M 0.07%
24,326
-3,423
BMY icon
195
Bristol-Myers Squibb
BMY
$111B
$2.75M 0.07%
61,042
-147,164
WMB icon
196
Williams Companies
WMB
$72.6B
$2.71M 0.07%
42,851
-133
SYK icon
197
Stryker
SYK
$136B
$2.69M 0.06%
7,277
-185
XLE icon
198
State Street Energy Select Sector SPDR ETF
XLE
$27.4B
$2.64M 0.06%
29,539
-8,024
APD icon
199
Air Products & Chemicals
APD
$54.5B
$2.5M 0.06%
9,167
-399
T icon
200
AT&T
T
$172B
$2.42M 0.06%
85,622
-3,177
6 7
8
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