PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
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
1
$187M 4.83%
591,286
-29,177
2
$186M 4.81%
1,087,275
-48,934
3
$140M 3.62%
356,398
+53
4
$120M 3.1%
943,030
-3,046
5
$116M 3.01%
230,793
+1,367
6
$114M 2.96%
267,688
+1,690
7
$109M 2.81%
831,007
-271
8
$97.4M 2.52%
423,363
+4,233
9
$96.2M 2.49%
663,489
-855
10
$69M 1.78%
586,790
+14,108
11
$68.7M 1.78%
279,332
+5,474
12
$54.9M 1.42%
818,200
+8,320
13
$53.4M 1.38%
1,220,462
-249,557
14
$53.2M 1.38%
657,592
+18,135
15
$53M 1.37%
260,394
+3,153
16
$43.6M 1.13%
330,676
+2,266
17
$40.8M 1.05%
153,363
-278
18
$38M 0.98%
225,125
+7,864
19
$36.1M 0.93%
68
20
$33.7M 0.87%
483,235
+104,263
21
$33.7M 0.87%
111,500
+215
22
$31.7M 0.82%
307,781
+17,897
23
$31.2M 0.81%
153,765
-4,638
24
$30.1M 0.78%
110,533
+19,179
25
$29.5M 0.76%
331,656
+633
1
2 3 4 5