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
476
$15K ﹤0.01%
325
477
$14.8K ﹤0.01%
479
478
$14.8K ﹤0.01%
360
+165
479
$14.7K ﹤0.01%
146
480
$14.3K ﹤0.01%
895
481
$14K ﹤0.01%
1,291
482
$13.6K ﹤0.01%
285
483
$13.4K ﹤0.01%
240
-3,343
484
$13K ﹤0.01%
130
485
$12.5K ﹤0.01%
220
486
$11.9K ﹤0.01%
176
487
$11.8K ﹤0.01%
50
488
$11.5K ﹤0.01%
1,200
489
$10.5K ﹤0.01%
1,280
490
$9.86K ﹤0.01%
10,487
491
$6.37K ﹤0.01%
300
492
$5.74K ﹤0.01%
623
493
$4.44K ﹤0.01%
200
494
$4.17K ﹤0.01%
95
495
$3.95K ﹤0.01%
396
496
$3.69K ﹤0.01%
350
497
$3.43K ﹤0.01%
12
-15
498
$3.26K ﹤0.01%
188
499
$2.39K ﹤0.01%
94
500
$2.25K ﹤0.01%
45
18 19
20
21 22