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
$262M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.06M
3
+$559K
4
CVX icon
Chevron
CVX
+$553K
5
ABBV icon
AbbVie
ABBV
+$534K

Top Sells

1
+$1.34M
2
+$740K
3
+$638K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$349K
5
ASGN icon
ASGN Inc
ASGN
+$265K

Sector Composition

1 Financials 13.52%
2 Healthcare 12.9%
3 Technology 12.23%
4 Industrials 9.27%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-7,455
202
– –
-3,821
203
– –
-2,296
204
– –
-3,800
205
– –
-2,013
206
– –
-25,000
207
– –
-10,332
208
– –
-7,700
209
– –
-1,385
210
– –
-4,245
5 6 7 8
9