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
$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
26
$29.4M 0.76%
122,062
+574
27
$29M 0.75%
298,817
+35,898
28
$28.7M 0.74%
596,792
-31,190
29
$28.7M 0.74%
56,631
-587
30
$26.9M 0.69%
62,585
+1,345
31
$26.8M 0.69%
278,029
-4,611
32
$26.2M 0.68%
179,833
+3,067
33
$26.2M 0.68%
168,179
-249
34
$25.9M 0.67%
182,893
+4,754
35
$25.8M 0.67%
121,064
-12,578
36
$25.8M 0.67%
172,876
+437
37
$25.6M 0.66%
62,644
-17,634
38
$25.5M 0.66%
171,210
-240
39
$24.7M 0.64%
557,119
-4,993
40
$24.6M 0.64%
162,238
+140
41
$24.5M 0.63%
115,232
+327
42
$23.9M 0.62%
188,693
+6,960
43
$22.6M 0.59%
288,804
+2,335
44
$22.2M 0.57%
120,317
-249
45
$22.2M 0.57%
199,779
+455
46
$22M 0.57%
130,033
-2,302
47
$21.5M 0.56%
312,602
-7,222
48
$21.5M 0.55%
783,429
-3,032
49
$21.3M 0.55%
60,897
-7,006
50
$21.1M 0.55%
538,008
-437,573
1
2
3 4 5