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
76
$16.4M 0.35%
57,518
+201
77
$16.4M 0.35%
267,259
+2,127
78
$15.9M 0.34%
39,915
-125
79
$15.8M 0.34%
82,879
+2,982
80
$15.6M 0.34%
105,030
+1,379
81
$15.1M 0.33%
4,777
+157
82
$15M 0.33%
36,610
+181
83
$14.8M 0.32%
59,340
+419
84
$14.8M 0.32%
49,898
+1,871
85
$14.5M 0.31%
73,470
-458
86
$14.4M 0.31%
110,307
+4,243
87
$14.2M 0.31%
122,723
-10,313
88
$14.2M 0.31%
245,096
+9,326
89
$13.9M 0.3%
388,264
+15,379
90
$13.9M 0.3%
155,342
+5,424
91
$13.7M 0.3%
111,741
+340
92
$13.3M 0.29%
315,779
+45,600
93
$13.2M 0.29%
89,089
-10,101
94
$12.8M 0.28%
111,343
-721
95
$12.6M 0.27%
137,608
+8,385
96
$12.2M 0.26%
129,458
-38,297
97
$12.2M 0.26%
173,659
+2,974
98
$12M 0.26%
46,083
+1,576
99
$11.9M 0.26%
25,661
+1
100
$11.8M 0.26%
103,475
+5,101
2 3
4
5 6