PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
-2.36%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$3.87B
AUM Growth
+$3.87B
(-3%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
31.93%
Holding
577
New
19
Increased
177
Reduced
165
Closed
67
Top Buys
| 1 |
Shell
SHEL
|
$7.4M |
| 2 |
CVS Health
CVS
|
$7.28M |
| 3 |
Intuit
INTU
|
$6.22M |
| 4 |
Estee Lauder
EL
|
$5.91M |
| 5 |
Cintas
CTAS
|
$5.52M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$17.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.9M |
| 3 |
Microsoft
MSFT
|
$9.21M |
| 4 |
Apple
AAPL
|
$8.38M |
| 5 |
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% |
