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
176
$2.9M 0.07%
38,118
-2,464
177
$2.85M 0.07%
49,138
-4,671
178
$2.84M 0.07%
167,162
179
$2.84M 0.07%
17,785
+7,828
180
$2.79M 0.07%
30,848
+51
181
$2.78M 0.07%
45,064
-46
182
$2.64M 0.07%
37,378
+26
183
$2.61M 0.07%
97,809
-2,583
184
$2.55M 0.07%
18,028
185
$2.48M 0.06%
60,761
-6,767
186
$2.47M 0.06%
143,711
-4,166
187
$2.41M 0.06%
47,007
-1,558
188
$2.38M 0.06%
27,688
189
$2.3M 0.06%
19,165
+578
190
$2.26M 0.06%
18,419
+2,122
191
$2.22M 0.06%
20,075
+5,802
192
$2.2M 0.06%
13,494
-231
193
$2.16M 0.06%
57,230
-10,010
194
$2.09M 0.05%
35,807
-59,648
195
$2.08M 0.05%
27,124
+200
196
$2.05M 0.05%
20,303
+1,546
197
$2.02M 0.05%
26,828
-356
198
$1.99M 0.05%
8,137
199
$1.99M 0.05%
27,981
-180
200
$1.98M 0.05%
12,470
+68
6 7
8
9 10