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
276
$661K 0.02%
5,041
-672
277
$653K 0.02%
4,321
-222
278
$650K 0.02%
8,280
+472
279
$644K 0.02%
6,075
-19
280
$621K 0.02%
1,055
-136
281
$615K 0.02%
5,884
282
$612K 0.02%
8,172
+2,693
283
$611K 0.02%
12,451
-1,758
284
$610K 0.02%
43,511
285
$601K 0.02%
24,322
286
$595K 0.02%
35,315
-2,483
287
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288
$571K 0.01%
7,311
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289
$558K 0.01%
2,750
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290
$555K 0.01%
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291
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1,136
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292
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293
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8,451
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294
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295
$514K 0.01%
2,956
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296
$514K 0.01%
2,291
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297
$513K 0.01%
405
298
$507K 0.01%
3,872
+1,256
299
$499K 0.01%
5,481
300
$491K 0.01%
14,419
+3,547
10 11
12
13 14