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
$3.87B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$7.15M
3
+$6.82M
4
INTU icon
Intuit
INTU
+$6.16M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.78M

Top Sells

1
+$17.9M
2
+$11.4M
3
+$9.64M
4
AAPL icon
Apple
AAPL
+$8.97M
5
LMT icon
Lockheed Martin
LMT
+$7.82M

Sector Composition

1 Technology 15.79%
2 Financials 13.21%
3 Healthcare 11.8%
4 Industrials 7.7%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.95K ﹤0.01%
10,000
502
$1.78K ﹤0.01%
+158
503
$1.74K ﹤0.01%
115
504
$1.51K ﹤0.01%
+25
505
$1.45K ﹤0.01%
+500
506
$1.21K ﹤0.01%
9
507
$1.07K ﹤0.01%
27
508
$948 ﹤0.01%
14
509
$791 ﹤0.01%
52
510
$21 ﹤0.01%
4
511
– –
-90,825
512
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513
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516
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519
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520
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521
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522
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523
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524
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525
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-10
19 20
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