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
126
$7.04M 0.18%
13,782
+12,164
127
$6.81M 0.18%
75,921
+51,851
128
$6.77M 0.18%
99,507
-243
129
$6.69M 0.17%
125,550
+3,822
130
$6.54M 0.17%
54,360
+45,884
131
$6.52M 0.17%
73,121
+981
132
$6.32M 0.16%
43,740
+40,903
133
$6.29M 0.16%
171,600
+16,650
134
$6.24M 0.16%
17,425
-2,024
135
$6.14M 0.16%
35,288
+118
136
$6.09M 0.16%
23,890
+16,985
137
$5.99M 0.15%
27,963
+2,018
138
$5.95M 0.15%
78,596
-2,923
139
$5.94M 0.15%
109,781
+17,741
140
$5.93M 0.15%
373,338
141
$5.76M 0.15%
54,356
+312
142
$5.7M 0.15%
94,998
-1,707
143
$5.7M 0.15%
78,773
-15,006
144
$5.42M 0.14%
62,778
+1,231
145
$5.42M 0.14%
18,531
+18,516
146
$5.28M 0.14%
77,100
+21
147
$5.25M 0.14%
59,519
+10,903
148
$5.14M 0.13%
11,121
+467
149
$5.1M 0.13%
92,809
-31
150
$5.05M 0.13%
48,373
4 5
6
7 8