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
401
$121K ﹤0.01%
14,501
-435
402
$116K ﹤0.01%
901
403
$110K ﹤0.01%
649
404
$108K ﹤0.01%
8,131
-2,303
405
$106K ﹤0.01%
1,530
-2,563
406
$106K ﹤0.01%
3,147
407
$104K ﹤0.01%
5,060
-940
408
$102K ﹤0.01%
2,571
-254
409
$101K ﹤0.01%
6,000
410
$99.9K ﹤0.01%
660
411
$99.2K ﹤0.01%
1,396
412
$92.1K ﹤0.01%
1,000
413
$83.1K ﹤0.01%
75
414
$83K ﹤0.01%
1,075
415
$81.1K ﹤0.01%
625
416
$80.3K ﹤0.01%
270
417
$79.1K ﹤0.01%
300
418
$78.3K ﹤0.01%
209
419
$71.7K ﹤0.01%
490
420
$69.3K ﹤0.01%
11,234
421
$67.1K ﹤0.01%
2,334
422
$66.5K ﹤0.01%
450
423
$65.5K ﹤0.01%
1,599
424
$64K ﹤0.01%
1,125
425
$63.2K ﹤0.01%
413
-32
15 16
17
18 19