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
176
$4.14M 0.09%
10,587
+9,324
177
$4.1M 0.09%
70,857
+24,383
178
$4.04M 0.09%
48,092
-2,449
179
$3.96M 0.09%
141,675
-3,635
180
$3.94M 0.09%
15,453
+261
181
$3.91M 0.08%
141,050
-74,210
182
$3.84M 0.08%
15,865
-17,450
183
$3.81M 0.08%
69,523
-12,215
184
$3.76M 0.08%
61,920
+1,110
185
$3.65M 0.08%
21,523
+2,761
186
$3.62M 0.08%
45,705
+250
187
$3.55M 0.08%
61,314
+214
188
$3.45M 0.07%
15,091
+9,666
189
$3.25M 0.07%
110,456
+8,720
190
$3.2M 0.07%
28,958
+4,783
191
$3.02M 0.07%
32,031
-890
192
$2.98M 0.06%
141,856
-2,461
193
$2.94M 0.06%
32,217
-612
194
$2.9M 0.06%
46,085
-500
195
$2.89M 0.06%
12,577
-10
196
$2.75M 0.06%
23,234
+2,271
197
$2.64M 0.06%
15,273
-34
198
$2.62M 0.06%
48,279
-632
199
$2.62M 0.06%
26,813
+1,325
200
$2.56M 0.06%
15,865
-19
6 7
8
9 10