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
$4.75B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$9.72M
3
+$9.41M
4
BK icon
Bank of New York Mellon
BK
+$7.68M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$7.13M

Top Sells

1
+$44.5M
2
+$41.8M
3
+$39M
4
UNH icon
UnitedHealth
UNH
+$33.2M
5
V icon
Visa
V
+$31.5M

Sector Composition

1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMH icon
476
VanEck Semiconductor ETF
SMH
$46B
$53K ﹤0.01%
190
PFG icon
477
Principal Financial Group
PFG
$20B
$52.7K ﹤0.01%
664
FBK icon
478
FB Financial Corp
FBK
$3.03B
$46.5K ﹤0.01%
1,026
SOLV icon
479
Solventum
SOLV
$12.8B
$45.7K ﹤0.01%
602
SGRY icon
480
Surgery Partners
SGRY
$1.99B
$44.5K ﹤0.01%
2,000
UA icon
481
Under Armour Class C
UA
$3.19B
$38.9K ﹤0.01%
6,000
KMX icon
482
CarMax
KMX
$6.32B
$35.5K ﹤0.01%
528
-1,858
WEC icon
483
WEC Energy
WEC
$37.2B
$34.2K ﹤0.01%
328
ONB icon
484
Old National Bancorp
ONB
$9.7B
$29.8K ﹤0.01%
1,395
-3,051
BSL
485
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$172M
$28.9K ﹤0.01%
2,018
-5,922
BAM icon
486
Brookfield Asset Management
BAM
$80.7B
$27.3K ﹤0.01%
494
TPR icon
487
Tapestry
TPR
$30.8B
$26.3K ﹤0.01%
300
PPG icon
488
PPG Industries
PPG
$27.9B
$25.6K ﹤0.01%
225
-400
AMPH icon
489
Amphastar Pharmaceuticals
AMPH
$1.31B
$23K ﹤0.01%
1,000
VERU icon
490
Veru
VERU
$40M
$11.6K ﹤0.01%
+2,000
ETY icon
491
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.36B
$9.73K ﹤0.01%
629
-8,493
KD icon
492
Kyndryl
KD
$2.92B
$4.83K ﹤0.01%
115
SLVM icon
493
Sylvamo
SLVM
$1.87B
$4.76K ﹤0.01%
95
WFC.PRL icon
494
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.99B
$3.52K ﹤0.01%
3
-50
O icon
495
Realty Income
O
$60.1B
$2.59K ﹤0.01%
45
-4,518
CFG icon
496
Citizens Financial Group
CFG
$27.4B
$2.55K ﹤0.01%
57
OGN icon
497
Organon & Co
OGN
$1.96B
$1.82K ﹤0.01%
188
WBD icon
498
Warner Bros
WBD
$70.7B
$1.73K ﹤0.01%
151
KHC icon
499
Kraft Heinz
KHC
$28.4B
$1.55K ﹤0.01%
60
EMN icon
500
Eastman Chemical
EMN
$8.9B
$1.42K ﹤0.01%
19
18 19
20
21 22