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
501
$22.6K ﹤0.01%
2,255
502
$21.7K ﹤0.01%
479
503
$20.6K ﹤0.01%
895
504
$19.8K ﹤0.01%
1,291
505
$18.5K ﹤0.01%
206
506
$16.5K ﹤0.01%
146
507
$15K ﹤0.01%
176
508
$13.8K ﹤0.01%
1,200
509
$11.7K ﹤0.01%
376
510
$9.55K ﹤0.01%
240
511
$8.05K ﹤0.01%
10,487
512
$5.87K ﹤0.01%
95
513
$4.75K ﹤0.01%
200
514
$4.73K ﹤0.01%
396
515
$4.24K ﹤0.01%
622
516
$3.77K ﹤0.01%
55
517
$3.53K ﹤0.01%
188
518
$2.5K ﹤0.01%
115
519
$2.47K ﹤0.01%
94
520
$2.47K ﹤0.01%
158
521
$1.95K ﹤0.01%
25
522
$1.9K ﹤0.01%
19
-466
523
$1.75K ﹤0.01%
500
524
$1.32K ﹤0.01%
151
525
$1.3K ﹤0.01%
9
19 20
21
22 23