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
76
$14.5M 0.37%
171,717
+6,901
77
$14.5M 0.37%
332,940
-3,379
78
$13.9M 0.36%
276,285
-13,419
79
$13.7M 0.36%
36,425
+387
80
$13.4M 0.35%
40,135
-473
81
$13.3M 0.34%
63,880
+1,309
82
$13.2M 0.34%
36,234
+518
83
$12.7M 0.33%
254,929
-39,607
84
$12.3M 0.32%
74,847
+51
85
$12.2M 0.32%
237,541
+9,050
86
$12.2M 0.32%
4,804
-11
87
$12.2M 0.31%
212,480
-104,362
88
$11.8M 0.31%
39,386
+61
89
$11.6M 0.3%
13,735
-22
90
$11.5M 0.3%
104,605
+3,607
91
$11.5M 0.3%
111,012
-8,439
92
$11.5M 0.3%
390,995
-67,073
93
$11.4M 0.3%
164,936
+1,397
94
$11.4M 0.29%
370,969
+17,518
95
$11.2M 0.29%
79,714
+4,286
96
$11.1M 0.29%
114,662
-1,154
97
$10.6M 0.27%
112,885
-1,948
98
$10.2M 0.26%
110,504
+2,597
99
$10.2M 0.26%
44,348
+261
100
$9.48M 0.25%
25,459
+402
2 3
4
5 6