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
476
$47.8K ﹤0.01%
884
+839
477
$45.4K ﹤0.01%
100
-427
478
$45K ﹤0.01%
200
479
$43.9K ﹤0.01%
1,000
480
$42.8K ﹤0.01%
6,000
481
$41.3K ﹤0.01%
1,480
482
$41.1K ﹤0.01%
310
483
$38.6K ﹤0.01%
1,026
484
$38.3K ﹤0.01%
245
485
$37K ﹤0.01%
120
486
$36.6K ﹤0.01%
891
-7,003
487
$35.7K ﹤0.01%
335
488
$35.2K ﹤0.01%
130
489
$33.7K ﹤0.01%
145
490
$31.9K ﹤0.01%
75
491
$30.5K ﹤0.01%
2,510
492
$30K ﹤0.01%
180
493
$29.1K ﹤0.01%
100
494
$26.9K ﹤0.01%
328
495
$26.9K ﹤0.01%
500
496
$24.3K ﹤0.01%
1,208
497
$24.2K ﹤0.01%
2,000
498
$24.1K ﹤0.01%
108
499
$22.9K ﹤0.01%
730
500
$22.8K ﹤0.01%
360
18 19
20
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