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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
+1.2%
1 Year Est. Return
+16.01%
3 Year Est. Return
+86.03%
5 Year Est. Return
+113.51%
10 Year Est. Return
+281.94%
AUM
$4.94B
AUM Growth
-$40.4M
Cap. Flow
-$37.7M
Cap. Flow %
-0.76%
Top 10 Hldgs %
33.66%
Holding
532
New
13
Increased
212
Reduced
146
Closed
15

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.3M
2
TJX icon
TJX Companies
TJX
+$6.56M
3
WM icon
Waste Management
WM
+$5.07M
4
MPWR icon
Monolithic Power Systems
MPWR
+$4.91M
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$4.72M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$23.1M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$11.8M
3
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$9.64M
4
MCHP icon
Microchip Technology
MCHP
+$9.43M
5
DOW icon
Dow Inc
DOW
+$8.73M

Sector Composition

Rank Sector Weight
1 Technology 16.74%
2 Financials 13.57%
3 Healthcare 10.32%
4 Industrials 7.68%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CADE
476
DELISTED
Cadence Bank
CADE
$55.7K ﹤0.01%
1,750
– –
SCHK icon
477
Schwab 1000 Index ETF
SCHK
$5.94B
$55.3K ﹤0.01%
1,000
-1,000
-50% -$28.5K
RJF icon
478
Raymond James Financial
RJF
$34.9B
$54.1K ﹤0.01%
442
– –
IBKR icon
479
Interactive Brokers
IBKR
$41.5B
$51.6K ﹤0.01%
1,480
– –
UA icon
480
Under Armour Class C
UA
$2.2B
$50.2K ﹤0.01%
6,000
– –
AMPH icon
481
Amphastar Pharmaceuticals
AMPH
$850M
$48.5K ﹤0.01%
1,000
– –
EW icon
482
Edwards Lifesciences
EW
$53.6B
$48.2K ﹤0.01%
730
– –
SMH icon
483
VanEck Semiconductor ETF
SMH
$72B
$46.6K ﹤0.01%
190
– –
FDS icon
484
Factset
FDS
$9.89B
$46K ﹤0.01%
100
– –
SOLV icon
485
Solventum
SOLV
$14.5B
$42K ﹤0.01%
602
– –
EEM icon
486
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$40.9K ﹤0.01%
891
– –
MOAT icon
487
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$36.2K ﹤0.01%
373
– –
NVG icon
488
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$33.6K ﹤0.01%
2,510
– –
PLTR icon
489
Palantir
PLTR
$411B
$33.3K ﹤0.01%
895
– –
WEC icon
490
WEC Energy
WEC
$35.6B
$31.5K ﹤0.01%
328
– –
ROK icon
491
Rockwell Automation
ROK
$50.1B
$26.8K ﹤0.01%
100
– –
MHD icon
492
BlackRock MuniHoldings Fund
MHD
$604M
$25.3K ﹤0.01%
2,000
– –
RNST icon
493
Renasant Corp
RNST
$3.96B
$23.7K ﹤0.01%
730
– –
BAM icon
494
Brookfield Asset Management
BAM
$87.1B
$23.4K ﹤0.01%
494
– –
JLL icon
495
Jones Lang LaSalle
JLL
$16.7B
$20.8K ﹤0.01%
77
– –
AN icon
496
AutoNation
AN
$6.9B
$20.6K ﹤0.01%
115
– –
TER icon
497
Teradyne
TER
$63B
$19.6K ﹤0.01%
146
– –
MYI icon
498
BlackRock MuniYield Quality Fund III
MYI
$717M
$14.4K ﹤0.01%
1,200
– –
TPR icon
499
Tapestry
TPR
$31.1B
$14.1K ﹤0.01%
300
– –
SLVM icon
500
Sylvamo
SLVM
$1.53B
$8.16K ﹤0.01%
95
– –
18 19
20
21 22

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Pinnacle Financial Partners (Tennessee)'s Q4 2024 Portfolio in Review

As of Q4 2024, Pinnacle Financial Partners (Tennessee) held 532 positions worth $4.94B, down 0.81% from $4.98B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Pinnacle Financial Partners (Tennessee)'s Q4 2024 filing shows 13 new, 212 increased, 146 reduced and 15 closed positions. Its largest new stake was Best Buy: 38,381 shares worth $3.29M. The largest sale was Blackrock, an estimated $23.1M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

  • Pinnacle Financial Partners (Tennessee)'s largest Q4 2024 buy was Best Buy: 38,381 shares worth $3.29M.
  • Pinnacle Financial Partners (Tennessee) added most to State Street SPDR S&P 500 ETF Trust in Q4 2024, an estimated $11.3M increase.
  • Pinnacle Financial Partners (Tennessee)'s biggest Q4 2024 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $11.8M.
  • Pinnacle Financial Partners (Tennessee) fully exited Blackrock in Q4 2024, selling an estimated $23.1M.
  • Pinnacle Financial Partners (Tennessee)'s ten largest holdings make up 34% of its $4.94B portfolio in Q4 2024.
  • Pinnacle Financial Partners (Tennessee) opened 13 new positions and closed 15 in Q4 2024.
  • Pinnacle Financial Partners (Tennessee)'s portfolio value fell 0.81% quarter-over-quarter to $4.94B.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2024, filed 3 Feb 2025.