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
$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
126
$8.63M 0.19%
100,227
+4,020
127
$8.55M 0.19%
142,133
+10,502
128
$8.53M 0.18%
27,657
+1
129
$8.44M 0.18%
68,498
-4,734
130
$8.41M 0.18%
85,910
+12,208
131
$8.26M 0.18%
20,685
+1,142
132
$8.2M 0.18%
55,102
+1,201
133
$8.18M 0.18%
120,496
+25,656
134
$8.03M 0.17%
183,978
+13,453
135
$7.94M 0.17%
30,453
-692
136
$7.88M 0.17%
11,627
-46
137
$7.8M 0.17%
110,015
+5,749
138
$7.74M 0.17%
61,642
+3,483
139
$7.74M 0.17%
75,335
+1,813
140
$7.67M 0.17%
70,410
+1,530
141
$7.53M 0.16%
35,341
-14
142
$7.43M 0.16%
71,567
+3,996
143
$7.42M 0.16%
16,708
-1,788
144
$7.39M 0.16%
99,599
+31,590
145
$7.17M 0.16%
51,683
+1,861
146
$6.98M 0.15%
82,635
+7,639
147
$6.8M 0.15%
93,980
+640
148
$6.72M 0.15%
43,593
+140
149
$6.68M 0.14%
133,779
-35,448
150
$6.57M 0.14%
17,928
+461
4 5
6
7 8