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
$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
51
$20.6M 0.53%
38,263
-2,988
52
$20.2M 0.52%
268,211
-17,800
53
$18.8M 0.49%
569,743
+16,528
54
$18.8M 0.49%
33,295
+1,121
55
$18.7M 0.48%
120,282
+1,934
56
$18.7M 0.48%
93,355
+3,575
57
$18.6M 0.48%
432,588
-1,776
58
$18.2M 0.47%
338,253
+44,009
59
$17.8M 0.46%
100,807
+1,544
60
$17.8M 0.46%
409,020
-5,590
61
$17.2M 0.45%
152,282
+10,840
62
$17M 0.44%
340,245
+9,155
63
$16.6M 0.43%
29,747
+84
64
$16.6M 0.43%
175,926
+16,022
65
$16.2M 0.42%
35,383
+2,018
66
$16.1M 0.42%
287,459
-43,929
67
$15.7M 0.41%
164,573
+2,169
68
$15.5M 0.4%
57,706
+1,361
69
$15.4M 0.4%
69,747
+99
70
$15.2M 0.39%
23,570
+1,100
71
$15M 0.39%
202,049
+21,994
72
$14.8M 0.38%
67,063
-528
73
$14.7M 0.38%
188,708
+16,104
74
$14.6M 0.38%
57,425
+5,590
75
$14.6M 0.38%
438,863
+16,558
1 2
3
4 5