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
501
$1.95K ﹤0.01%
10,000
502
$1.78K ﹤0.01%
+158
503
$1.74K ﹤0.01%
115
504
$1.51K ﹤0.01%
+25
505
$1.45K ﹤0.01%
+500
506
$1.21K ﹤0.01%
9
507
$1.07K ﹤0.01%
27
508
$948 ﹤0.01%
14
509
$791 ﹤0.01%
52
510
$21 ﹤0.01%
4
511
– –
-90,825
512
– –
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513
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514
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515
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-74
516
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517
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518
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-2,234
519
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-20
520
– –
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521
– –
-4,158
522
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523
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524
– –
-3,646
525
– –
-61
19 20
21
22 23