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
101
$9.45M 0.24%
33,361
+225
102
$9.42M 0.24%
145,515
+2,200
103
$9.26M 0.24%
114,265
-31,020
104
$9.16M 0.24%
217,948
-41,358
105
$9.13M 0.24%
34,638
-2,746
106
$8.91M 0.23%
100,456
-277
107
$8.74M 0.23%
79,452
+2,126
108
$8.62M 0.22%
2,796
+19
109
$8.55M 0.22%
61,038
-3,135
110
$8.45M 0.22%
92,501
+3,732
111
$8.34M 0.22%
41,473
-6,719
112
$8.25M 0.21%
53,597
+501
113
$8.02M 0.21%
42,851
+906
114
$7.96M 0.21%
123,685
+114,946
115
$7.94M 0.21%
53,223
+169
116
$7.82M 0.2%
72,625
-3,050
117
$7.63M 0.2%
101,457
+2,040
118
$7.55M 0.2%
74,000
-2,550
119
$7.49M 0.19%
66,269
-835
120
$7.43M 0.19%
143,179
-134
121
$7.4M 0.19%
63,154
+10,002
122
$7.34M 0.19%
69,400
+23,273
123
$7.34M 0.19%
83,930
-2,094
124
$7.3M 0.19%
219,555
-1,083
125
$7.06M 0.18%
27,653
+71
3 4
5
6 7