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
376
$217K 0.01%
13,050
377
$216K 0.01%
4,364
+400
378
$216K 0.01%
7,078
+6,946
379
$215K 0.01%
1,076
+31
380
$212K 0.01%
8,265
-2,263
381
$209K 0.01%
10,076
+36
382
$204K 0.01%
+1,014
383
$204K 0.01%
3,380
-207
384
$203K 0.01%
9,015
385
$201K 0.01%
1,231
386
$200K 0.01%
+11,535
387
$200K 0.01%
3,475
388
$185K ﹤0.01%
2,710
389
$183K ﹤0.01%
14,720
390
$172K ﹤0.01%
+3,001
391
$171K ﹤0.01%
5,825
392
$171K ﹤0.01%
836
393
$164K ﹤0.01%
358
394
$150K ﹤0.01%
10,322
-291
395
$146K ﹤0.01%
+3,500
396
$145K ﹤0.01%
8,459
397
$145K ﹤0.01%
130
398
$143K ﹤0.01%
12,434
399
$125K ﹤0.01%
1,260
400
$124K ﹤0.01%
11,922
+15
14 15
16
17 18