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
376
$295K 0.01%
6,226
377
$295K 0.01%
4,973
+460
378
$292K 0.01%
6,930
+319
379
$289K 0.01%
5,520
-1,065
380
$286K 0.01%
1,156
+37
381
$286K 0.01%
1,466
382
$285K 0.01%
3,696
+2,646
383
$277K 0.01%
7,052
+1,324
384
$276K 0.01%
+7,759
385
$276K 0.01%
1,016
386
$273K 0.01%
+2,700
387
$268K 0.01%
13,476
388
$266K 0.01%
13,050
389
$265K 0.01%
5,825
390
$260K 0.01%
+4,553
391
$260K 0.01%
+444
392
$259K 0.01%
+816
393
$257K 0.01%
11,843
-23
394
$253K 0.01%
8,680
395
$253K 0.01%
11,775
-2,764
396
$250K 0.01%
10,154
+24
397
$249K 0.01%
+1,257
398
$248K 0.01%
4,320
399
$247K 0.01%
592
-50
400
$247K 0.01%
1,250
-25
14 15
16
17 18