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
326
$346K 0.01%
1,519
327
$345K 0.01%
3,054
328
$344K 0.01%
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-97
329
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1,862
+1,658
330
$338K 0.01%
18,612
331
$336K 0.01%
10,188
+3,603
332
$332K 0.01%
2,709
333
$328K 0.01%
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334
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3,298
-15
335
$311K 0.01%
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336
$310K 0.01%
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337
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13,611
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338
$304K 0.01%
15,638
339
$294K 0.01%
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340
$293K 0.01%
13,476
341
$293K 0.01%
5,305
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342
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343
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344
$288K 0.01%
8,114
345
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346
$282K 0.01%
3,105
347
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+6,108
348
$268K 0.01%
6,605
+60
349
$268K 0.01%
4,270
-2,370
350
$267K 0.01%
4,785
12 13
14
15 16