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
$4.96B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$17.4M
3 +$5.77M
4
ASML icon
ASML
ASML
+$5.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.31M

Top Sells

1 +$18.5M
2 +$11.8M
3 +$6.64M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.46M
5
DEO icon
Diageo
DEO
+$5.27M

Sector Composition

1 Technology 15.84%
2 Financials 14.43%
3 Healthcare 9.65%
4 Industrials 7.53%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-730
527
-1,016
528
-1,981
529
-3,200
530
-40,004
531
-2,395
532
-3,320
533
-2,367
534
-448
535
-5,724
536
-3,173
537
-2,033
538
-290