PFPT

Pinnacle Financial Partners (Tennessee) Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$17.4M
3
+$5.77M
4
ASML icon
ASML
ASML
+$5.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.31M

Top Sells

1
+$18.5M
2
+$11.8M
3
+$6.64M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.46M
5
DEO icon
Diageo
DEO
+$5.27M

Sector Composition

1 Technology 15.84%
2 Financials 14.43%
3 Healthcare 9.65%
4 Industrials 7.53%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$502K 0.01%
901
-263
327
$500K 0.01%
8,964
-2,031
328
$498K 0.01%
+2,894
329
$497K 0.01%
9,819
+536
330
$496K 0.01%
1,896
-13
331
$495K 0.01%
16,971
332
$494K 0.01%
11,502
-1,802
333
$491K 0.01%
4,417
+263
334
$490K 0.01%
1,012
-104
335
$478K 0.01%
8,167
336
$464K 0.01%
1,050
+54
337
$461K 0.01%
4,188
-661
338
$460K 0.01%
20,819
-3,298
339
$459K 0.01%
9,721
+111
340
$457K 0.01%
8,615
341
$452K 0.01%
8,398
342
$445K 0.01%
14,007
343
$435K 0.01%
6,759
+2,080
344
$435K 0.01%
6,625
+46
345
$434K 0.01%
2,808
-113
346
$434K 0.01%
13,884
+48
347
$424K 0.01%
10,935
+172
348
$411K 0.01%
3,740
-1,083
349
$410K 0.01%
3,427
+171
350
$410K 0.01%
6,056
+846
12 13
14
15 16