We are live on ! Find out more
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
-1.49%
1 Year Est. Return
+16.01%
3 Year Est. Return
+86.03%
5 Year Est. Return
+113.51%
10 Year Est. Return
+281.94%
AUM
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$72.9M
Cap. Flow %
1.47%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
215
Reduced
172
Closed
15

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$20.8M
2
NKE icon
Nike
NKE
+$17.4M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.77M
4
ASML icon
ASML
ASML
+$5.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.31M

Top Sells

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$18.5M
2
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$11.8M
3
MRK icon
Merck
MRK
+$6.64M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.46M
5
DEO icon
Diageo
DEO
+$5.27M

Sector Composition

Rank Sector Weight
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
ROP icon
326
Roper Technologies
ROP
$39.1B
$502K 0.01%
901
-263
-23% -$148K
D icon
327
Dominion Energy
D
$59.8B
$500K 0.01%
8,964
-2,031
-18% -$112K
COIN icon
328
Coinbase
COIN
$39.3B
$498K 0.01%
+2,894
New +$701K
TFLO icon
329
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$497K 0.01%
9,819
+536
+6% +$27.1K
ADSK icon
330
Autodesk
ADSK
$52.7B
$496K 0.01%
1,896
-13
-0.7% -$3.7K
BAX icon
331
Baxter International
BAX
$13.9B
$495K 0.01%
16,971
– –
XLB icon
332
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
$494K 0.01%
11,502
-1,802
-14% -$78.7K
TIP icon
333
iShares TIPS Bond ETF
TIP
$14.7B
$491K 0.01%
4,417
+263
+6% +$28.6K
AMP icon
334
Ameriprise Financial
AMP
$49.9B
$490K 0.01%
1,012
-104
-9% -$54.5K
RDVY icon
335
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
$478K 0.01%
8,167
– –
MSI icon
336
Motorola Solutions
MSI
$77.7B
$464K 0.01%
1,050
+54
+5% +$24.1K
GSLC icon
337
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$461K 0.01%
4,188
-661
-14% -$76.4K
INTC icon
338
Intel
INTC
$509B
$460K 0.01%
20,819
-3,298
-14% -$72.2K
TRP icon
339
TC Energy
TRP
$66.3B
$459K 0.01%
9,721
+111
+1% +$5.17K
FLQM icon
340
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.57B
$457K 0.01%
8,615
– –
IP icon
341
International Paper
IP
$21.8B
$452K 0.01%
8,398
– –
EYLD icon
342
Cambria Emerging Shareholder Yield ETF
EYLD
$891M
$445K 0.01%
14,007
– –
LNT icon
343
Alliant Energy
LNT
$18.2B
$435K 0.01%
6,759
+2,080
+44% +$127K
APH icon
344
Amphenol
APH
$210B
$435K 0.01%
6,625
+46
+0.7% +$3.14K
ATO icon
345
Atmos Energy
ATO
$28.7B
$434K 0.01%
2,808
-113
-4% -$16.5K
DD icon
346
DuPont de Nemours
DD
$19.5B
$434K 0.01%
4,628
+16
+0.3% +$1.56K
GSK icon
347
GSK
GSK
$101B
$424K 0.01%
10,935
+172
+2% +$6.3K
NVS icon
348
Novartis
NVS
$290B
$411K 0.01%
3,740
-1,083
-22% -$115K
J icon
349
Jacobs Solutions
J
$17B
$410K 0.01%
3,427
+171
+5% +$22K
KR icon
350
Kroger
KR
$34.3B
$410K 0.01%
6,056
+846
+16% +$53.6K
12 13
14
15 16

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s Q1 2025 Portfolio in Review

As of Q1 2025, Pinnacle Financial Partners (Tennessee) held 538 positions worth $4.96B, up 0.5% from $4.94B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Pinnacle Financial Partners (Tennessee)'s Q1 2025 filing shows 21 new, 215 increased, 172 reduced and 15 closed positions. Its largest new stake was Blackrock: 21,239 shares worth $20.1M. The largest sale was CVS Health, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Healthcare.

  • Pinnacle Financial Partners (Tennessee)'s largest Q1 2025 buy was Blackrock: 21,239 shares worth $20.1M.
  • Pinnacle Financial Partners (Tennessee) added most to Nike in Q1 2025, an estimated $17.4M increase.
  • Pinnacle Financial Partners (Tennessee)'s biggest Q1 2025 reduction was CVS Health, cutting an estimated $18.5M.
  • Pinnacle Financial Partners (Tennessee) fully exited Innovator US Equity Power Buffer ETF September in Q1 2025, selling an estimated $1.56M.
  • Pinnacle Financial Partners (Tennessee)'s ten largest holdings make up 33% of its $4.96B portfolio in Q1 2025.
  • Pinnacle Financial Partners (Tennessee) opened 21 new positions and closed 15 in Q1 2025.
  • Pinnacle Financial Partners (Tennessee)'s portfolio value rose 0.5% quarter-over-quarter to $4.96B.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2025, filed 28 Apr 2025.