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
401
$247K 0.01%
+3,142
402
$246K 0.01%
3,483
-244
403
$245K 0.01%
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404
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405
$243K 0.01%
6,174
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406
$241K 0.01%
6,738
-3,478
407
$240K 0.01%
+1,223
408
$239K 0.01%
1,902
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409
$238K 0.01%
7,215
+401
410
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5,194
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411
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4,683
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412
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413
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+2,817
414
$233K 0.01%
3,025
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415
$230K 0.01%
1,297
-289
416
$230K 0.01%
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417
$225K ﹤0.01%
+2,040
418
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2,319
-771
419
$219K ﹤0.01%
+704
420
$211K ﹤0.01%
+868
421
$209K ﹤0.01%
+4,149
422
$209K ﹤0.01%
+3,173
423
$209K ﹤0.01%
+398
424
$209K ﹤0.01%
8,266
425
$208K ﹤0.01%
1,430
-96
15 16
17
18 19