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
251
$919K 0.02%
7,597
+180
252
$888K 0.02%
12,045
-36
253
$872K 0.02%
14,862
+1,201
254
$864K 0.02%
16,983
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255
$853K 0.02%
1,962
+234
256
$847K 0.02%
3,385
-133
257
$846K 0.02%
4,229
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258
$844K 0.02%
5,574
-100
259
$843K 0.02%
4,282
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260
$834K 0.02%
4,284
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261
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6,473
262
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8,987
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263
$786K 0.02%
36,763
264
$782K 0.02%
29,187
265
$775K 0.02%
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266
$771K 0.02%
14,189
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267
$759K 0.02%
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-67
268
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5,970
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269
$741K 0.02%
5,199
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270
$737K 0.02%
4,352
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271
$736K 0.02%
3,783
272
$695K 0.02%
4,811
-523
273
$687K 0.02%
2,984
-57
274
$674K 0.02%
17,871
-591
275
$662K 0.02%
4,754
-129
9 10
11
12 13