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
$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
1
$239M 5.17%
567,882
-5,921
2
$181M 3.92%
1,057,088
+6,220
3
$175M 3.79%
364,135
+391
4
$162M 3.51%
898,741
-9,105
5
$157M 3.4%
300,362
-1,493
6
$127M 2.76%
635,493
-1,930
7
$122M 2.65%
809,758
+12,838
8
$118M 2.56%
423,757
+8,978
9
$113M 2.45%
228,519
+4,044
10
$85.7M 1.85%
256,818
+4,527
11
$67.5M 1.46%
785,913
-12,396
12
$65.6M 1.42%
564,639
+8,248
13
$60M 1.3%
178,134
+21,738
14
$59.1M 1.28%
240,326
+874
15
$55.7M 1.21%
1,110,568
-49,695
16
$49.7M 1.08%
144,535
+15,956
17
$47.4M 1.03%
311,235
-10,889
18
$45.9M 0.99%
152,455
+3,299
19
$43.5M 0.94%
113,300
+2,417
20
$43.1M 0.93%
68
-2
21
$40.2M 0.87%
445,450
+18,020
22
$39.1M 0.85%
489,881
+15,430
23
$37.1M 0.8%
163,006
+1,981
24
$35.9M 0.78%
271,864
+4,902
25
$34.5M 0.75%
110,235
+2,853