Latest PINNACLE FINANCIAL PARTNERS INC Stock Portfolio

PINNACLE FINANCIAL PARTNERS INC Performance:

2024 Q3: 4.62%YTD: 11.71%2023: 14.64%

Performance for 2024 Q3 is 4.62%, and YTD is 11.71%, and 2023 is 14.64%.

About PINNACLE FINANCIAL PARTNERS INC and 13F Hedge Fund Stock Holdings

Pinnacle Financial Partners Inc is a hedge fund based in NASHVILLE, TN. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $698.8 Millions. In it's latest 13F Holdings report, Pinnacle Financial Partners Inc reported an equity portfolio of $5 Billions as of 30 Sep, 2024.

The top stock holdings of Pinnacle Financial Partners Inc are MSFT, AAPL, VB. The fund has invested 4.9% of it's portfolio in MICROSOFT CORP and 4.4% of portfolio in APPLE INC.

The fund managers got completely rid off OCCIDENTAL PETE CORP (OXY), LAUDER ESTEE COS INC (EL) and PIONEER NAT RES CO (PXD) stocks. They significantly reduced their stock positions in CITIZENS FINL GROUP INC (CFG), WALGREENS BOOTS ALLIANCE INC (WBA) and BROOKFIELD ASSET MANAGMT LTD. Pinnacle Financial Partners Inc opened new stock positions in VERISIGN INC (VRSN), ISHARES TR (AOA) and JANUS DETROIT STR TR (JAAA). The fund showed a lot of confidence in some stocks as they added substantially to OTIS WORLDWIDE CORP (OTIS), VERTEX PHARMACEUTICALS INC (VRTX) and VANGUARD SCOTTSDALE FDS (BNDW).

PINNACLE FINANCIAL PARTNERS INC Annual Return Estimates Vs S&P 500

Our best estimate is that Pinnacle Financial Partners Inc made a return of 4.62% in the last quarter. In trailing 12 months, it's portfolio return was 20.96%.

New Buys

Ticker	$ Bought
verisign inc	6,111,770
ishares tr	4,052,050
janus detroit str tr	2,528,480
rbb fd inc	2,481,130
innovator etfs trust	1,573,490
american centy etf tr	811,063
cambria etf tr	484,642
united bankshares inc west v	476,327

New stocks bought by PINNACLE FINANCIAL PARTNERS INC

Additions

Ticker	% Inc.
otis worldwide corp	1,314
vertex pharmaceuticals inc	985
vanguard scottsdale fds	355
cintas corp	311
bristol-myers squibb co	299
shopify inc	257
air prods & chems inc	149
ishares tr	109

Additions to existing portfolio by PINNACLE FINANCIAL PARTNERS INC

Reductions

Ticker	% Reduced
brookfield asset managmt ltd	-94.95
jones lang lasalle inc	-94.75
general mtrs co	-90.37
tapestry inc	-87.15
capital one finl corp	-86.75
autonation inc	-82.58
paypal hldgs inc	-82.14
lululemon athletica inc	-82.02

PINNACLE FINANCIAL PARTNERS INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PINNACLE FINANCIAL PARTNERS INC

Sector Distribution

Pinnacle Financial Partners Inc has about 32.1% of it's holdings in Others sector.

Sector	%
Others	32.1
Technology	15.3
Healthcare	11
Financial Services	11
Industrials	8.4
Consumer Cyclical	6.5
Communication Services	5.3
Energy	3.7
Consumer Defensive	3.5
Basic Materials	1.3

Market Cap. Distribution

Pinnacle Financial Partners Inc has about 65.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	36.9
UNALLOCATED	32.1
LARGE-CAP	28.5
MID-CAP	2.1

Stocks belong to which Index?

About 65.5% of the stocks held by Pinnacle Financial Partners Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	65.5
Others	33.9

Top 5 Winners (%)		%
PLTR	palantir technologies inc	61.7 %
SLVM	sylvamo corp	39.1 %
MELI	mercadolibre inc	35.7 %
HEI	heico corp new	32.4 %
EXP	eagle matls inc	32.3 %

Top 5 Winners ($)		$
AAPL	apple inc	36.6 M
HCA	hca healthcare inc	20.3 M
UNH	unitedhealth group inc	19.3 M
PNFP	pinnacle finl partners inc	14.1 M
SPY	spdr s&p 500 etf tr	11.2 M

Top 5 Losers (%)		%
CTAS	cintas corp	-72.3 %
VCSA	vacasa inc	-58.8 %
DXCM	dexcom inc	-41.0 %
DG	dollar gen corp new	-37.1 %
INTC	intel corp	-29.7 %

Top 5 Losers ($)		$
CTAS	cintas corp	-30.2 M
CVS	cvs health corp	-5.3 M
VLO	valero energy corp	-4.0 M
MSFT	microsoft corp	-3.8 M
DG	dollar gen corp new	-3.7 M

PINNACLE FINANCIAL PARTNERS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PINNACLE FINANCIAL PARTNERS INC

Pinnacle Financial Partners Inc has 516 stocks in it's portfolio. About 32.8% of the portfolio is in top 10 stocks. CTAS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Pinnacle Financial Partners Inc last quarter.

Last Reported on: 05 Nov, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.00	1,125	121,320	unchanged	0.00

AAPL	apple inc	4.42	945,378	220,273,000	reduced	-10.25

AAXJ	ishares tr	0.29	130,462	14,263,400	reduced	-6.05

AAXJ	ishares tr	0.22	211,291	11,126,600	reduced	-2.48

AAXJ	ishares tr	0.18	82,925	8,926,900	added	5.86

AAXJ	ishares tr	0.12	50,163	5,999,750	reduced	-27.28

AAXJ	ishares tr	0.06	27,433	3,034,910	reduced	-5.27

AAXJ	ishares tr	0.04	39,058	2,247,010	added	2.17

AAXJ	ishares tr	0.04	16,918	1,837,800	reduced	-0.27

AAXJ	ishares tr	0.02	11,322	909,156	unchanged	0.00

AAXJ	ishares tr	0.00	2,230	268,425	unchanged	0.00

AAXJ	ishares tr	0.00	3,483	254,154	unchanged	0.00

AAXJ	ishares tr	0.00	3,147	149,607	unchanged	0.00

ABBV	abbvie inc	0.70	175,654	34,688,100	added	2.59

ABT	abbott labs	0.12	51,094	5,825,230	added	6.44

ACN	accenture plc ireland	0.05	6,438	2,275,710	added	3.32

ACWF	ishares tr	0.17	169,073	8,578,780	reduced	-11.73

ACWF	ishares tr	0.01	8,785	444,535	reduced	-0.1

ACWV	ishares inc	0.02	9,468	1,084,370	unchanged	0.00

ADBE	adobe inc	0.02	1,918	993,106	reduced	-21.59