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
201
$2.77M 0.06%
67,161
+309
202
$2.74M 0.06%
53,945
+4,250
203
$2.71M 0.05%
54,553
-3,853
204
$2.69M 0.05%
11,246
-82
205
$2.64M 0.05%
82,997
206
$2.59M 0.05%
51,923
+2,340
207
$2.54M 0.05%
33,240
+250
208
$2.51M 0.05%
4,675
+163
209
$2.5M 0.05%
6,196
-445
210
$2.47M 0.05%
91,559
-12,244
211
$2.46M 0.05%
45,383
-914
212
$2.46M 0.05%
61,186
-187,089
213
$2.45M 0.05%
6,795
+84
214
$2.43M 0.05%
6,891
+453
215
$2.38M 0.05%
14,331
+291
216
$2.36M 0.05%
53,641
+23,965
217
$2.34M 0.05%
56,871
-56,871
218
$2.32M 0.05%
13,691
-207
219
$2.29M 0.05%
25,173
+56
220
$2.26M 0.05%
14,541
+764
221
$2.24M 0.05%
8,120
+149
222
$2.22M 0.04%
11,789
+644
223
$2.19M 0.04%
126,500
224
$2.09M 0.04%
3,297
+57
225
$2.08M 0.04%
26,964
7 8
9
10 11