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
101
$11.8M 0.25%
99,699
+53
102
$11.7M 0.25%
44,389
-143
103
$11.4M 0.25%
221,918
-5,367
104
$11.3M 0.24%
119,189
+19,288
105
$11M 0.24%
79,997
+335
106
$10.7M 0.23%
65,837
+2,718
107
$10.7M 0.23%
66,914
+294
108
$10.7M 0.23%
148,684
+7,943
109
$10.4M 0.23%
205,770
-35,493
110
$10.1M 0.22%
64,858
+719
111
$10.1M 0.22%
2,786
-5
112
$10.1M 0.22%
198,319
+35,470
113
$10M 0.22%
15,425
+1,053
114
$10M 0.22%
336,690
+635
115
$9.83M 0.21%
169,050
+3,950
116
$9.74M 0.21%
166,141
-48,894
117
$9.73M 0.21%
34,526
+308
118
$9.65M 0.21%
67,956
+3,694
119
$9.54M 0.21%
51,052
-1,004
120
$9.42M 0.2%
145,008
121
$9.29M 0.2%
91,528
+117
122
$9.28M 0.2%
42,501
+1,150
123
$9.26M 0.2%
138,190
+4,067
124
$9.19M 0.2%
81,729
+2,894
125
$8.95M 0.19%
52,092
+1,816
3 4
5
6 7