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
$3.87B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$7.28M
3
+$6.22M
4
EL icon
Estee Lauder
EL
+$5.91M
5
CTAS icon
Cintas
CTAS
+$5.52M

Top Sells

1
+$17.2M
2
+$10.9M
3
+$9.21M
4
AAPL icon
Apple
AAPL
+$8.38M
5
LMT icon
Lockheed Martin
LMT
+$7.21M

Sector Composition

1 Technology 15.79%
2 Financials 13.21%
3 Healthcare 11.8%
4 Industrials 7.7%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.45M 0.04%
30,188
-11,247
227
$1.4M 0.04%
3,226
+128
228
$1.39M 0.04%
50,715
+110
229
$1.38M 0.04%
92,187
-512
230
$1.34M 0.03%
22,664
+9,684
231
$1.29M 0.03%
12,552
232
$1.27M 0.03%
27,346
+343
233
$1.26M 0.03%
10,946
234
$1.25M 0.03%
23,270
+69
235
$1.22M 0.03%
24,965
-76,877
236
$1.19M 0.03%
26,617
-933
237
$1.19M 0.03%
17,995
+636
238
$1.18M 0.03%
10,273
-4
239
$1.16M 0.03%
16,289
240
$1.15M 0.03%
37,421
-279
241
$1.15M 0.03%
10,365
-159
242
$1.13M 0.03%
13,630
-4,580
243
$1.1M 0.03%
17,161
-546
244
$1.1M 0.03%
66,126
+20
245
$1.06M 0.03%
2,727
246
$1.06M 0.03%
2,412
-16
247
$1.05M 0.03%
11,491
+6,088
248
$1.05M 0.03%
3,312
-52
249
$973K 0.03%
7,554
+931
250
$950K 0.02%
14,248
8 9
10
11 12