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
$3.47B
AUM Growth
+$703M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$38.8M
3
+$36.2M
4
AAPL icon
Apple
AAPL
+$32.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$27.7M

Top Sells

1
+$7.34M
2
+$5.95M
3
+$4.89M
4
UPS icon
United Parcel Service
UPS
+$4.54M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.15M

Sector Composition

1 Financials 13.91%
2 Healthcare 13.8%
3 Technology 12.8%
4 Industrials 8.68%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-225
577
– –
-5,466
578
– –
-5
579
– –
-10
580
– –
-55
581
– –
-5
582
– –
-220
583
– –
-20
584
– –
-4,118
585
– –
-2,838
586
– –
-15
587
– –
-37,419
588
– –
-3,679
589
– –
-1,330
590
– –
-130
591
– –
-80
592
– –
-4,073
593
– –
-5
594
– –
-50
595
– –
-500
596
– –
-647
597
– –
-1,032
598
– –
-500
599
– –
-10
600
– –
-67
21 22 23
24
25