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
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.94M
3
+$7.91M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$7.9M
5
UNH icon
UnitedHealth
UNH
+$6.5M

Top Sells

1
+$6.71M
2
+$6.09M
3
+$5.66M
4
INTC icon
Intel
INTC
+$5.45M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.99M

Sector Composition

1 Financials 13.99%
2 Technology 13.1%
3 Healthcare 10.47%
4 Industrials 7.18%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15K ﹤0.01%
479
452
$15K ﹤0.01%
420
-135
453
$15K ﹤0.01%
350
454
$14K ﹤0.01%
176
455
$13K ﹤0.01%
1,280
456
$13K ﹤0.01%
190
457
$11K ﹤0.01%
797
-45
458
$7K ﹤0.01%
378
459
$5K ﹤0.01%
1,450
460
$5K ﹤0.01%
200
461
$5K ﹤0.01%
+176
462
$4K ﹤0.01%
100
463
$4K ﹤0.01%
+12,500
464
$3K ﹤0.01%
37
465
$3K ﹤0.01%
95
466
$3K ﹤0.01%
45
-1
467
$3K ﹤0.01%
96
468
$2K ﹤0.01%
+125
469
$1K ﹤0.01%
16
470
– –
-130
471
– –
-880
472
– –
-155
473
– –
-335
474
$0 ﹤0.01%
3
475
– –
-565
17 18
19
20 21