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
176
$2.54M 0.09%
57,301
-1,111
177
$2.49M 0.09%
15,804
-2,338
178
$2.44M 0.09%
43,141
+399
179
$2.44M 0.09%
33,813
+1,979
180
$2.38M 0.09%
35,472
-178
181
$2.3M 0.08%
23,876
+3,080
182
$2.28M 0.08%
33,434
-97
183
$2.27M 0.08%
56,561
-124,465
184
$2.26M 0.08%
12,048
+1,468
185
$2.17M 0.08%
25,742
+608
186
$2.14M 0.08%
42,597
+4,466
187
$2.13M 0.08%
27,800
+129
188
$2.08M 0.08%
13,567
+3,157
189
$2.06M 0.07%
47,835
+269
190
$2.04M 0.07%
29,066
-922
191
$2M 0.07%
63,233
+2,803
192
$1.98M 0.07%
+31,975
193
$1.95M 0.07%
12,566
+1,388
194
$1.89M 0.07%
35,829
+459
195
$1.87M 0.07%
37,364
-3,244
196
$1.85M 0.07%
14,866
-346
197
$1.83M 0.07%
+37,419
198
$1.8M 0.07%
22,029
+23
199
$1.79M 0.06%
25,851
+1,566
200
$1.77M 0.06%
83,181
6 7
8
9 10