PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
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
451
$109K ﹤0.01%
660
452
$107K ﹤0.01%
2,571
453
$102K ﹤0.01%
209
454
$99.8K ﹤0.01%
75
455
$99.1K ﹤0.01%
1,125
456
$96.2K ﹤0.01%
623
457
$93.7K ﹤0.01%
270
458
$90.6K ﹤0.01%
625
459
$89.4K ﹤0.01%
1,008
460
$89.1K ﹤0.01%
450
461
$87K ﹤0.01%
300
462
$85.5K ﹤0.01%
1,075
463
$78K ﹤0.01%
1,599
464
$65.6K ﹤0.01%
1,260
465
$63.1K ﹤0.01%
296
466
$63K ﹤0.01%
413
467
$59.7K ﹤0.01%
2,000
468
$58.4K ﹤0.01%
560
469
$56.8K ﹤0.01%
442
470
$54.8K ﹤0.01%
250
471
$54.5K ﹤0.01%
135
472
$53.1K ﹤0.01%
3,051
473
$50.8K ﹤0.01%
1,750
+1,450
474
$50.7K ﹤0.01%
2,000
-3,060
475
$49.6K ﹤0.01%
1,170
17 18
19
20 21