PFPT
Pinnacle Financial Partners (Tennessee) Portfolio holdings
AUM
$4.18B
1-Year Est. Return
16.01%
This Fund
S&P 500
1 Year Est. Return
+16.01%
AUM
$4.18B
AUM Growth
-$577M
(-12%)
Holding
536
Top Buys
| 1 | +$38M | |
| 2 | +$6.25M | |
| 3 | +$4.97M | |
| 4 |
Morgan Stanley
MS
|
+$4.16M |
| 5 |
Vanguard Growth ETF
VUG
|
+$3.69M |
Top Sells
| 1 | +$66.8M | |
| 2 | +$64.7M | |
| 3 | +$64.2M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$60.6M |
| 5 |
JPMorgan Chase
JPM
|
+$50.6M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Financials | 14.26% |
| 3 | Healthcare | 7.48% |
| 4 | Industrials | 6.73% |
| 5 | Communication Services | 4.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Veru
VERU
$40M
| – | – |
-2,000
|
|
||
527
Viatris
VTRS
$18.4B
| – | – |
-46
|
|
||
|
WBA
528
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-100
|
|
||
529
Warner Bros
WBD
$70.7B
| – | – |
-151
|
|
||
530
WEC Energy
WEC
$37.2B
| – | – |
-328
|
|
||
531
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.99B
| – | – |
-3
|
|
||
532
W.R. Berkley
WRB
$26.5B
| – | – |
-1,467
|
|
||
533
State Street SPDR S&P Homebuilders ETF
XHB
$1.83B
| – | – |
-5,370
|
|
||
534
Solventum
SOLV
$12.8B
| – | – |
-602
|
|
||
535
Lear
LEA
$6.8B
| – | – |
-9
|
|
||
536
Texas Roadhouse
TXRH
$12.1B
| – | – |
-1,183
|
|