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
351
$371K 0.01%
1,424
+9
352
$367K 0.01%
4,036
+199
353
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8,650
354
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355
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356
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357
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358
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359
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361
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11,409
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363
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2,711
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365
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8,940
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366
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367
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8,398
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369
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15,638
370
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2,549
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371
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4,785
372
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8,335
373
$304K 0.01%
857
-158
374
$303K 0.01%
1,110
+21
375
$303K 0.01%
834
+822
13 14
15
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