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
51
$23.4M 0.51%
540,294
-14,608
52
$23.4M 0.51%
30,646
+750
53
$23.3M 0.5%
113,465
+2,692
54
$23.1M 0.5%
298,989
+29,540
55
$22.7M 0.49%
129,612
+3,095
56
$21.9M 0.47%
51,477
+14,634
57
$21.7M 0.47%
105,503
+50,152
58
$20.8M 0.45%
59,918
+19,114
59
$20.6M 0.45%
95,877
+3,511
60
$20.6M 0.45%
217,809
+211,502
61
$20.5M 0.44%
169,430
+12,434
62
$20.5M 0.44%
539,719
+6,218
63
$20.4M 0.44%
335,614
-3,816
64
$19.9M 0.43%
180,341
+5,466
65
$19.8M 0.43%
94,310
+801
66
$19.8M 0.43%
23,702
+704
67
$19.8M 0.43%
35,504
+798
68
$19.4M 0.42%
385,980
+31,252
69
$19M 0.41%
+180,812
70
$18.8M 0.41%
66,522
+832
71
$18.6M 0.4%
38,225
+1,130
72
$17.3M 0.37%
178,566
+6,902
73
$17.2M 0.37%
176,135
+6,186
74
$17.1M 0.37%
68,638
-1,357
75
$16.5M 0.36%
13,413
-348
1 2
3
4 5