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
151
$6.57M 0.14%
220,588
+35,807
152
$6.56M 0.14%
75,887
-5,571
153
$6.55M 0.14%
52,269
+1,603
154
$6.52M 0.14%
33,958
+2,879
155
$6.23M 0.13%
172,321
+460
156
$5.9M 0.13%
68,092
-196
157
$5.84M 0.13%
217,215
+201,441
158
$5.77M 0.13%
11,991
-614
159
$5.69M 0.12%
26,704
-455
160
$5.63M 0.12%
44,598
+44,263
161
$5.52M 0.12%
124,920
+8,795
162
$5.51M 0.12%
48,437
+352
163
$5.32M 0.12%
70,612
-5,514
164
$5.3M 0.11%
82,938
-11,326
165
$5.19M 0.11%
39,482
-189
166
$5.13M 0.11%
24,610
+4,528
167
$4.81M 0.1%
318,197
168
$4.75M 0.1%
47,756
-204,744
169
$4.64M 0.1%
57,605
+25,912
170
$4.57M 0.1%
45,394
+327
171
$4.53M 0.1%
46,865
+32
172
$4.4M 0.1%
96,939
+130
173
$4.34M 0.09%
49,728
-1,886
174
$4.29M 0.09%
51,676
-1,384
175
$4.2M 0.09%
234,253
+9,554
5 6
7
8 9