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
1
$240M 4.87%
566,009
+1,633
2
$226M 4.58%
923,509
-21,869
3
$196M 3.96%
335,740
+19,150
4
$192M 3.89%
359,180
-1,004
5
$176M 3.57%
885,144
-6,032
6
$141M 2.85%
621,203
-5,717
7
$141M 2.85%
811,569
+215
8
$130M 2.63%
234,632
-8,508
9
$128M 2.6%
430,976
+2,369
10
$92.2M 1.87%
255,839
-5
11
$81M 1.64%
707,779
-85,476
12
$80.9M 1.64%
725,970
-10,828
13
$70.6M 1.43%
178,387
-469
14
$67.3M 1.36%
163,920
+11,714
15
$60.4M 1.22%
453,287
+3,223
16
$58.7M 1.19%
247,459
-235
17
$55.6M 1.13%
298,920
-7,538
18
$52M 1.05%
1,040,309
+8,891
19
$48.9M 0.99%
165,275
-389
20
$48.1M 0.98%
156,110
+702
21
$45.2M 0.91%
379,023
+54,999
22
$42M 0.85%
107,434
+893
23
$36.3M 0.73%
62,006
-952
24
$35.4M 0.72%
52
25
$35.2M 0.71%
38,466
+1,972
1
2 3 4 5