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
426
$207K ﹤0.01%
+2,742
427
$206K ﹤0.01%
+1,119
428
$206K ﹤0.01%
2,564
-522
429
$205K ﹤0.01%
+2,512
430
$203K ﹤0.01%
3,003
-442
431
$202K ﹤0.01%
3,475
432
$197K ﹤0.01%
11,133
-482
433
$195K ﹤0.01%
14,720
434
$188K ﹤0.01%
13,504
+2,444
435
$187K ﹤0.01%
2,710
436
$183K ﹤0.01%
836
437
$166K ﹤0.01%
12,434
438
$156K ﹤0.01%
7,748
439
$140K ﹤0.01%
1,396
440
$139K ﹤0.01%
1,000
441
$139K ﹤0.01%
901
442
$137K ﹤0.01%
+11,237
443
$137K ﹤0.01%
3,147
444
$126K ﹤0.01%
103
445
$124K ﹤0.01%
6,000
446
$122K ﹤0.01%
4,477
447
$118K ﹤0.01%
400
448
$117K ﹤0.01%
13,750
-1,874
449
$114K ﹤0.01%
7,940
450
$111K ﹤0.01%
2,334
16 17
18
19 20