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
201
$1.75M 0.06%
+4,207
202
$1.68M 0.06%
29,806
-219
203
$1.65M 0.06%
7,191
+650
204
$1.62M 0.06%
51,352
+11,475
205
$1.55M 0.06%
17,243
+85
206
$1.52M 0.06%
11,267
-634
207
$1.51M 0.05%
14,793
+2,307
208
$1.49M 0.05%
16,508
-2,885
209
$1.47M 0.05%
7,194
-1
210
$1.46M 0.05%
34,032
-3,110
211
$1.42M 0.05%
11,482
-833
212
$1.41M 0.05%
91,870
-56,470
213
$1.35M 0.05%
30,822
+100
214
$1.35M 0.05%
14,578
-1,453
215
$1.32M 0.05%
36,790
-2,783
216
$1.32M 0.05%
2,900
+90
217
$1.28M 0.05%
19,534
+3,883
218
$1.26M 0.05%
11,338
-1,343
219
$1.25M 0.05%
17,608
-237
220
$1.21M 0.04%
6,680
+519
221
$1.21M 0.04%
9,403
-74
222
$1.19M 0.04%
18,863
+300
223
$1.18M 0.04%
41,264
+2,456
224
$1.17M 0.04%
7,901
-183
225
$1.15M 0.04%
48,336
-992
7 8
9
10 11