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
176
$4.47M 0.09%
52,126
+23,606
177
$4.45M 0.09%
51,228
178
$4.44M 0.09%
109,098
+60,819
179
$4.29M 0.09%
71,494
+95
180
$4.18M 0.08%
49,687
-94
181
$4.04M 0.08%
132,519
+6,021
182
$3.92M 0.08%
61,125
+12,245
183
$3.86M 0.08%
44,861
-21,912
184
$3.84M 0.08%
30,703
+5,494
185
$3.76M 0.08%
86,646
+17,997
186
$3.69M 0.07%
15,407
+1,392
187
$3.66M 0.07%
126,021
+54,173
188
$3.59M 0.07%
46,337
-5,612
189
$3.51M 0.07%
50,602
+1,114
190
$3.42M 0.07%
187,505
-617
191
$3.4M 0.07%
29,129
+633
192
$3.29M 0.07%
+38,381
193
$3.26M 0.07%
29,714
-380
194
$3.22M 0.07%
45,705
195
$3.13M 0.06%
133,348
-500
196
$3.11M 0.06%
46,976
-27,281
197
$3.03M 0.06%
27,433
198
$2.93M 0.06%
15,252
+317
199
$2.88M 0.06%
54,856
+15,798
200
$2.86M 0.06%
27,203
+587
6 7
8
9 10