PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $13.1B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.1B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$36.5M
3
+$17.9M
4
SO icon
Southern Company
SO
+$14.4M
5
SPGI icon
S&P Global
SPGI
+$8.03M

Top Sells

1
+$266M
2
+$50.4M
3
+$36.3M
4
KO icon
Coca-Cola
KO
+$14.8M
5
MU icon
Micron Technology
MU
+$9.11M

Sector Composition

1 Technology 11.84%
2 Financials 10.39%
3 Industrials 8.76%
4 Consumer Staples 6.89%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CR icon
526
Crane Co
CR
$10.3B
$1.4M 0.01%
8,192
-1,894
VONV icon
527
Vanguard Russell 1000 Value ETF
VONV
$19.3B
$1.4M 0.01%
14,938
-2,247
GMED icon
528
Globus Medical
GMED
$11.2B
$1.38M 0.01%
16,052
-2,697
SBCF icon
529
Seacoast Banking Corp of Florida
SBCF
$2.95B
$1.37M 0.01%
45,382
-619
TBLL icon
530
Invesco Short Term Treasury ETF
TBLL
$2.51B
$1.35M 0.01%
12,832
-24,043
UBER icon
531
Uber
UBER
$144B
$1.35M 0.01%
18,793
-1,016
PHM icon
532
Pultegroup
PHM
$22.7B
$1.35M 0.01%
11,447
+90
WSM icon
533
Williams-Sonoma
WSM
$23.9B
$1.34M 0.01%
7,365
+85
BP icon
534
BP
BP
$107B
$1.34M 0.01%
28,493
-184
CRS icon
535
Carpenter Technology
CRS
$22.9B
$1.34M 0.01%
3,391
+5
RUSHA icon
536
Rush Enterprises Class A
RUSHA
$5.6B
$1.33M 0.01%
20,124
-4,364
IBIT icon
537
iShares Bitcoin Trust
IBIT
$60.4B
$1.32M 0.01%
34,428
+1,862
DGX icon
538
Quest Diagnostics
DGX
$21.5B
$1.32M 0.01%
6,744
+5,069
AGYS icon
539
Agilysys
AGYS
$2.24B
$1.32M 0.01%
18,519
+4,338
SXI icon
540
Standex International
SXI
$3.34B
$1.32M 0.01%
5,168
+17
MLM icon
541
Martin Marietta Materials
MLM
$34.5B
$1.31M 0.01%
2,232
-235
ATO icon
542
Atmos Energy
ATO
$29.4B
$1.31M 0.01%
7,111
+205
UCON icon
543
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
$1.31M 0.01%
52,973
+9,126
NVO
544
Novo Nordisk
NVO
$197B
$1.29M 0.01%
35,073
+4,190
ROP icon
545
Roper Technologies
ROP
$32B
$1.28M 0.01%
3,616
-403
HACK icon
546
Amplify Cybersecurity ETF
HACK
$2.27B
$1.28M 0.01%
17,017
+64
GMAB icon
547
Genmab
GMAB
$16.4B
$1.27M 0.01%
47,441
+126
Q
548
Qnity Electronics Inc
Q
$33.3B
$1.27M 0.01%
11,010
-3,962
ADM icon
549
Archer Daniels Midland
ADM
$38.3B
$1.27M 0.01%
17,454
+175
MOD icon
550
Modine Manufacturing
MOD
$14.8B
$1.26M 0.01%
5,831
-1,891
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