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
$4.62B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19M
3
+$10.3M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.33M
5
SHW icon
Sherwin-Williams
SHW
+$6.64M

Top Sells

1
+$20.4M
2
+$19M
3
+$10.4M
4
ADP icon
Automatic Data Processing
ADP
+$4.51M
5
APD icon
Air Products & Chemicals
APD
+$4.23M

Sector Composition

1 Technology 15.69%
2 Financials 14.12%
3 Healthcare 10.9%
4 Industrials 7.62%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.86M 0.04%
18,458
-85
227
$1.86M 0.04%
4,447
-34
228
$1.84M 0.04%
124,660
229
$1.83M 0.04%
16,964
+4,412
230
$1.81M 0.04%
31,688
-4,911
231
$1.8M 0.04%
23,542
-2,079
232
$1.77M 0.04%
10,086
+167
233
$1.74M 0.04%
9,847
+32
234
$1.71M 0.04%
31,348
+5,718
235
$1.68M 0.04%
13,020
-304
236
$1.67M 0.04%
32,288
-9,711
237
$1.53M 0.03%
2,944
-141
238
$1.48M 0.03%
18,279
+2,089
239
$1.46M 0.03%
30,188
-2,209
240
$1.46M 0.03%
15,452
-98
241
$1.45M 0.03%
4,835
-3,302
242
$1.44M 0.03%
16,256
-386
243
$1.44M 0.03%
81,643
-1,227
244
$1.41M 0.03%
10,777
-78
245
$1.41M 0.03%
23,335
-127
246
$1.38M 0.03%
2,735
+54
247
$1.35M 0.03%
46,237
-4,422
248
$1.33M 0.03%
16,289
249
$1.31M 0.03%
35,427
-3,416
250
$1.28M 0.03%
3,249
+28
8 9
10
11 12