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
201
$1.92M 0.05%
67,232
-8,435
202
$1.91M 0.05%
66,551
+1,416
203
$1.89M 0.05%
7,514
+62
204
$1.89M 0.05%
29,477
-51
205
$1.88M 0.05%
13,852
-63
206
$1.87M 0.05%
7,066
+336
207
$1.87M 0.05%
6,083
+1,055
208
$1.85M 0.05%
11,880
-646
209
$1.83M 0.05%
+117,855
210
$1.83M 0.05%
38,374
+6,482
211
$1.81M 0.05%
9,565
+76
212
$1.8M 0.05%
83,181
213
$1.77M 0.05%
50,556
+14,065
214
$1.76M 0.05%
14,575
-1,366
215
$1.74M 0.05%
8,373
+28
216
$1.72M 0.04%
23,885
-2,713
217
$1.72M 0.04%
15,406
-320
218
$1.71M 0.04%
21,857
-611
219
$1.62M 0.04%
18,543
220
$1.61M 0.04%
5,883
+323
221
$1.6M 0.04%
47,476
+3,189
222
$1.56M 0.04%
+29,115
223
$1.56M 0.04%
3,051
-116
224
$1.55M 0.04%
11,229
+2,180
225
$1.47M 0.04%
4,558
+89
7 8
9
10 11