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
201
$2.48M 0.05%
63,711
-1,579
202
$2.47M 0.05%
6,895
+637
203
$2.42M 0.05%
26,893
-182
204
$2.31M 0.05%
26,884
-308
205
$2.27M 0.05%
6,556
+289
206
$2.27M 0.05%
32,372
+729
207
$2.26M 0.05%
12,377
+352
208
$2.26M 0.05%
78,006
-45,367
209
$2.25M 0.05%
53,586
-431
210
$2.24M 0.05%
114,796
211
$2.23M 0.05%
14,041
-276
212
$2.21M 0.05%
82,997
-92
213
$2.2M 0.05%
33,457
+315
214
$2.18M 0.05%
7,519
+765
215
$2.15M 0.05%
31,084
+34
216
$2.11M 0.05%
16,585
-38
217
$2.11M 0.05%
27,718
+30
218
$2.11M 0.05%
8,127
-234
219
$2.09M 0.05%
15,770
+870
220
$2.01M 0.04%
12,336
+588
221
$1.96M 0.04%
7,208
-96
222
$1.92M 0.04%
28,637
-1,372
223
$1.91M 0.04%
10,977
-516
224
$1.88M 0.04%
48,271
+197
225
$1.87M 0.04%
3,357
+168
7 8
9
10 11