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
251
$1.27M 0.03%
10,333
-178
252
$1.19M 0.03%
64,906
-370
253
$1.19M 0.03%
8,047
+917
254
$1.19M 0.03%
5,897
-43
255
$1.18M 0.03%
2,459
+42
256
$1.15M 0.02%
8,198
-731
257
$1.14M 0.02%
+10,208
258
$1.14M 0.02%
6,955
+2,163
259
$1.13M 0.02%
14,405
260
$1.13M 0.02%
2,110
+112
261
$1.13M 0.02%
12,941
262
$1.09M 0.02%
21,368
+108
263
$1.09M 0.02%
1,119
-50
264
$1.07M 0.02%
26,088
+17,476
265
$1.07M 0.02%
5,168
+426
266
$1.07M 0.02%
4,520
+236
267
$1.05M 0.02%
3,662
+473
268
$1.02M 0.02%
25,702
+11,714
269
$1.01M 0.02%
7,010
-39
270
$998K 0.02%
4,323
-37
271
$997K 0.02%
+9,468
272
$991K 0.02%
5,177
-23
273
$978K 0.02%
12,812
-3,367
274
$961K 0.02%
3,769
+202
275
$937K 0.02%
15,999
+311
9 10
11
12 13