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
301
$489K 0.01%
3,219
-452
302
$481K 0.01%
24,869
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303
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1,240
304
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6,925
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305
$467K 0.01%
4,587
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306
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15,032
307
$461K 0.01%
17,585
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308
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13,990
309
$443K 0.01%
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310
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12,908
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311
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312
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313
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11,140
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19,700
-1,500
315
$400K 0.01%
2,282
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316
$379K 0.01%
5,082
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317
$378K 0.01%
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3,728
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319
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320
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11,000
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321
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3,000
322
$355K 0.01%
1,078
-149
323
$348K 0.01%
3,383
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324
$348K 0.01%
3,097
-52
325
$347K 0.01%
9,142
-4,834
11 12
13
14 15