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
351
$267K 0.01%
+3,831
352
$266K 0.01%
4,648
353
$264K 0.01%
3,091
354
$263K 0.01%
6,013
355
$263K 0.01%
2,912
356
$263K 0.01%
3,867
+116
357
$260K 0.01%
+12,969
358
$257K 0.01%
2,623
359
$255K 0.01%
+986
360
$252K 0.01%
11,311
+1,371
361
$246K 0.01%
5,079
-84
362
$243K 0.01%
10,163
363
$238K 0.01%
+1,933
364
$236K 0.01%
4,949
-101
365
$235K 0.01%
8,680
366
$231K 0.01%
5,715
-2,472
367
$231K 0.01%
4,359
-24
368
$226K 0.01%
4,286
-1,069
369
$225K 0.01%
2,761
-593
370
$221K 0.01%
+8,197
371
$220K 0.01%
4,648
-134
372
$219K 0.01%
1,086
+1,016
373
$219K 0.01%
1,583
+1,561
374
$219K 0.01%
1,358
+1,262
375
$218K 0.01%
8,590
+37
13 14
15
16 17