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
451
$29.1K ﹤0.01%
1,026
452
$29K ﹤0.01%
75
453
$28.6K ﹤0.01%
500
454
$28.6K ﹤0.01%
100
-725
455
$28.1K ﹤0.01%
120
456
$27.5K ﹤0.01%
180
457
$26.4K ﹤0.01%
328
458
$25.9K ﹤0.01%
2,510
459
$25.5K ﹤0.01%
130
460
$24.2K ﹤0.01%
375
461
$24K ﹤0.01%
108
462
$21.8K ﹤0.01%
30
463
$21.6K ﹤0.01%
130
464
$20.6K ﹤0.01%
2,000
465
$19.8K ﹤0.01%
65
466
$19.8K ﹤0.01%
1,145
467
$19.6K ﹤0.01%
145
468
$19.1K ﹤0.01%
+730
469
$19K ﹤0.01%
2,255
470
$19K ﹤0.01%
175
471
$18.8K ﹤0.01%
1,291
-1,107
472
$17.8K ﹤0.01%
190
473
$17.7K ﹤0.01%
376
474
$17.1K ﹤0.01%
+1,208
475
$15.6K ﹤0.01%
206
17 18
19
20 21