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
$2.21B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$20.2M
3 +$6.9M
4
OMC icon
Omnicom Group
OMC
+$6.58M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.14M

Top Sells

1 +$28.7M
2 +$9.26M
3 +$9.22M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.28M
5
LLY icon
Eli Lilly
LLY
+$4.76M

Sector Composition

1 Financials 12.86%
2 Technology 10.29%
3 Healthcare 8.18%
4 Industrials 7.13%
5 Consumer Discretionary 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-70
452
-43
453
-5
454
-100
455
-100
456
-10,190
457
-636,935
458
-5,808
459
-9,971
460
-5
461
-200
462
-44
463
-300
464
-3,872
465
$0 ﹤0.01%
1
466
-20
467
-103
468
-3,178
469
-200
470
-100
471
-1,751
472
-101
473
-29
474
-76
475
-16,541