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
26
$33.1M 0.72%
56,915
+569
27
$32.2M 0.7%
317,871
+4,005
28
$32M 0.69%
41,160
+3,620
29
$32M 0.69%
202,724
+4,932
30
$31.4M 0.68%
172,206
+2,457
31
$31.2M 0.68%
183,061
+3,456
32
$30.2M 0.65%
116,042
+537
33
$29.3M 0.64%
358,867
-232,691
34
$29.3M 0.63%
173,264
+1,928
35
$29.1M 0.63%
179,368
-1,417
36
$29M 0.63%
161,902
-8,701
37
$28.9M 0.63%
255,195
+2,500
38
$28.5M 0.62%
54,205
-3,264
39
$28.3M 0.61%
62,245
+328
40
$26.7M 0.58%
527,520
-26,209
41
$26.4M 0.57%
167,080
+1,524
42
$25.7M 0.56%
102,842
-18,057
43
$25.7M 0.56%
61,010
+4,361
44
$25.2M 0.55%
435,547
+3,651
45
$24.8M 0.54%
33,910
+677
46
$24.7M 0.54%
553,351
+12,244
47
$24.7M 0.53%
309,255
-14,070
48
$24.5M 0.53%
586,325
+5,077
49
$23.9M 0.52%
186,577
+6,949
50
$23.8M 0.52%
273,542
+9,789
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