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
$4.98B
AUM Growth
+$303M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$12.2M
3 +$9.74M
4
XOM icon
Exxon Mobil
XOM
+$8.59M
5
UNH icon
UnitedHealth
UNH
+$7.8M

Top Sells

1 +$24.1M
2 +$18.5M
3 +$12.8M
4
OXY icon
Occidental Petroleum
OXY
+$9.42M
5
MDT icon
Medtronic
MDT
+$8.29M

Sector Composition

1 Technology 16.26%
2 Financials 13.29%
3 Healthcare 11.35%
4 Industrials 7.78%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-13,844
527
-9,286
528
-130
529
-607
530
-158
531
-500
532
-1,548
533
-4,263
534
-1,240
535
-200
536
-1,260
537
-4,785
538
-8,000
539
-245
540
-2,255
541
-335
542
-1,291
543
-1,297
544
-2,742
545
-145,008
546
-135
547
-180
548
-444
549
-2,700
550
-176