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
$4.75B
AUM Growth
-$209M
(-4.2%)
Holding
559
Top Buys
| 1 | +$12.8M | |
| 2 | +$9.72M | |
| 3 | +$9.41M | |
| 4 |
Bank of New York Mellon
BK
|
+$7.68M |
| 5 |
Pinnacle Financial Partners Inc
PNFP
|
+$7.13M |
Top Sells
| 1 | +$44.5M | |
| 2 | +$41.8M | |
| 3 | +$39M | |
| 4 |
UnitedHealth
UNH
|
+$33.2M |
| 5 |
Visa
V
|
+$31.5M |
Sector Composition
| 1 | Technology | 17.01% |
| 2 | Financials | 14.97% |
| 3 | Healthcare | 7.63% |
| 4 | Industrials | 7.32% |
| 5 | Consumer Discretionary | 6.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
ResMed
RMD
$37.3B
| – | – |
-450
|
|
||
552
Rockwell Automation
ROK
$44.4B
| – | – |
-100
|
|
||
553
Schwab 1000 Index ETF
SCHK
$4.9B
| – | – |
-2,000
|
|
||
554
Teradyne
TER
$49.5B
| – | – |
-146
|
|
||
|
JAJL
555
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$239M
| – | – |
-57,128
|
|
||
|
UCB
556
United Community Banks
UCB
$4.17B
| – | – |
-94
|
|
||
|
AZPN
557
DELISTED
Aspen Technology Inc
AZPN
| – | – |
-296
|
|
||
|
VCSA
558
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| – | – |
-622
|
|
||
559
Exact Sciences
EXAS
$19.7B
| – | – |
-2,710
|
|