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
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$22.3M
3 +$19.9M
4
KO icon
Coca-Cola
KO
+$5.4M
5
XOM icon
Exxon Mobil
XOM
+$3.18M

Top Sells

1 +$28.1M
2 +$7.46M
3 +$2.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M
5
AMZN icon
Amazon
AMZN
+$1.81M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-2,168
402
-227
403
-1,700
404
-4,473
405
-585
406
-324
407
-4,233
408
-295
409
-743
410
-500
411
-1,075
412
-2,023
413
-1,869
414
-1,390
415
-4,014
416
-400
417
-2,534
418
-4,330
419
-1,050
420
-351
421
-6,309
422
-573
423
-3,180
424
-186
425
-97