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
151
$4.98M 0.13%
51,412
-2,532
152
$4.94M 0.13%
52,981
+4,919
153
$4.94M 0.13%
12,468
-136
154
$4.77M 0.12%
50,683
+22,349
155
$4.76M 0.12%
81,698
-793
156
$4.66M 0.12%
68,020
-411
157
$4.47M 0.12%
16,390
-15
158
$4.29M 0.11%
66,743
+6,070
159
$4.25M 0.11%
27,905
-170
160
$4.24M 0.11%
39,569
-184
161
$4.15M 0.11%
59,900
+1,088
162
$4.15M 0.11%
+152,059
163
$4.07M 0.11%
55,612
-964
164
$4.01M 0.1%
55,366
-1,468
165
$3.91M 0.1%
118,600
-65,755
166
$3.8M 0.1%
226,416
+29,225
167
$3.73M 0.1%
104,818
-1,277
168
$3.33M 0.09%
45,403
-1,039
169
$3.32M 0.09%
158,823
-1,014
170
$3.28M 0.08%
19,993
+316
171
$3.27M 0.08%
46,229
+3
172
$3.17M 0.08%
97,803
-36,356
173
$3.11M 0.08%
14,982
+783
174
$3.01M 0.08%
17,558
+662
175
$2.93M 0.08%
32,148
+2,910
5 6
7
8 9