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
$4.18B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$6.25M
3
+$4.97M
4
MS icon
Morgan Stanley
MS
+$4.16M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.69M

Top Sells

1
+$66.8M
2
+$64.7M
3
+$64.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$60.6M
5
JPM icon
JPMorgan Chase
JPM
+$50.6M

Sector Composition

1 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLF icon
426
State Street Financial Select Sector SPDR ETF
XLF
$49.8B
$253K 0.01%
4,691
-349
ISTB icon
427
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.71B
$252K 0.01%
5,154
NVT icon
428
nVent Electric
NVT
$27B
$251K 0.01%
2,545
-197
XLC icon
429
State Street Communication Services Select Sector SPDR ETF
XLC
$25.3B
$250K 0.01%
2,116
SN icon
430
SharkNinja
SN
$17.2B
$248K 0.01%
2,409
-160
PTF icon
431
Invesco Dorsey Wright Technology Momentum ETF
PTF
$710M
$248K 0.01%
3,320
FIS icon
432
Fidelity National Information Services
FIS
$22.2B
$246K 0.01%
3,732
+223
ROP icon
433
Roper Technologies
ROP
$32.9B
$244K 0.01%
489
-437
MLM icon
434
Martin Marietta Materials
MLM
$34.9B
$242K 0.01%
384
-178
WELL icon
435
Welltower
WELL
$145B
$236K 0.01%
1,327
+25
BND icon
436
Vanguard Total Bond Market
BND
$153B
$236K 0.01%
3,173
+232
NVMI
437
Nova
NVMI
$16B
$235K 0.01%
734
-111
HLT icon
438
Hilton Worldwide
HLT
$74.6B
$230K 0.01%
+888
FBK icon
439
FB Financial Corp
FBK
$2.71B
$230K 0.01%
4,131
+3,105
DRI icon
440
Darden Restaurants
DRI
$23.4B
$229K 0.01%
1,202
+275
SMH icon
441
VanEck Semiconductor ETF
SMH
$68.5B
$227K 0.01%
696
+506
LDOS icon
442
Leidos
LDOS
$16.1B
$227K 0.01%
+1,202
TBBK icon
443
The Bancorp
TBBK
$2.3B
$223K 0.01%
+2,979
CMI icon
444
Cummins
CMI
$89.2B
$220K 0.01%
+520
FTI icon
445
TechnipFMC
FTI
$27.3B
$217K 0.01%
5,508
-368
UTHR icon
446
United Therapeutics
UTHR
$23.6B
$217K 0.01%
+518
IREN icon
447
Iris Energy
IREN
$22.7B
$213K 0.01%
+4,549
MRSH
448
Marsh
MRSH
$77.1B
$211K 0.01%
+1,045
ORI icon
449
Old Republic International
ORI
$9.07B
$210K 0.01%
+4,941
SKWD icon
450
Skyward Specialty Insurance
SKWD
$1.79B
$207K 0.01%
4,357
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