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
Schwab U.S Small- Cap ETF
SCHA
$22.9B
| – | – |
-10,311
|
|
||
527
Sanofi
SNY
$105B
| – | – |
-6,339
|
|
||
528
Starwood Property Trust
STWD
$6.33B
| – | – |
-10,586
|
|
||
529
Tapestry
TPR
$29.4B
| – | – |
-300
|
|
||
530
TC Energy
TRP
$69.4B
| – | – |
-9,714
|
|
||
531
Under Armour Class C
UA
$2.44B
| – | – |
-6,000
|
|
||
532
Veru
VERU
$38M
| – | – |
-2,000
|
|
||
533
Viatris
VTRS
$18.9B
| – | – |
-46
|
|
||
|
WBA
534
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-100
|
|
||
535
Warner Bros
WBD
$67.7B
| – | – |
-151
|
|
||
536
W.R. Berkley
WRB
$23.7B
| – | – |
-1,467
|
|