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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$12.2M
3 +$9.74M
4
XOM icon
Exxon Mobil
XOM
+$8.59M
5
UNH icon
UnitedHealth
UNH
+$7.8M

Top Sells

1 +$24.1M
2 +$18.5M
3 +$12.8M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.29M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$55.3K ﹤0.01%
2,000
477
$54.1K ﹤0.01%
442
478
$51.6K ﹤0.01%
1,480
479
$50.2K ﹤0.01%
6,000
480
$48.5K ﹤0.01%
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481
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482
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483
$46.6K ﹤0.01%
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$46K ﹤0.01%
100
485
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487
$36.2K ﹤0.01%
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$33.6K ﹤0.01%
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$33.3K ﹤0.01%
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$20.8K ﹤0.01%
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$19.6K ﹤0.01%
146
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$14.9K ﹤0.01%
10,487
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$14.4K ﹤0.01%
1,200
500
$14.1K ﹤0.01%
300
-2,034