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
276
$930K 0.02%
3,901
+118
277
$891K 0.02%
11,468
278
$868K 0.02%
12,712
-2,492
279
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2,839
-64
280
$851K 0.02%
6,138
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281
$850K 0.02%
17,287
-288
282
$834K 0.02%
20,396
283
$828K 0.02%
9,074
284
$824K 0.02%
25,822
+1,500
285
$821K 0.02%
14,189
286
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1,408
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287
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7,425
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288
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36,763
289
$773K 0.02%
2,880
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290
$764K 0.02%
17,871
291
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5,884
292
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17,471
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293
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294
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295
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8,416
296
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4,583
-486
297
$699K 0.02%
44,452
+593
298
$695K 0.02%
4,486
-180
299
$672K 0.01%
15,672
+3,940
300
$660K 0.01%
2,437
+115
10 11
12
13 14