PB

Pinnacle Bancorp Portfolio holdings

AUM $339M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Sells

1 +$68.1M
2 +$452K
3 +$398K
4
BAC icon
Bank of America
BAC
+$368K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$335K

Sector Composition

1 Financials 17.31%
2 Technology 10%
3 Healthcare 5.37%
4 Consumer Staples 4.47%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$17.8K 0.01%
1,175
602
$17.5K 0.01%
400
603
$17.4K 0.01%
450
604
$17.2K 0.01%
375
+150
605
$17.1K 0.01%
697
606
$17.1K 0.01%
801
607
$16.9K 0.01%
279
608
$16.9K 0.01%
24
609
$16.8K 0.01%
+600
610
$16.7K 0.01%
66
-44
611
$16.5K 0.01%
325
612
$16.5K 0.01%
+699
613
$16.5K 0.01%
574
-225
614
$16.4K 0.01%
73
615
$16.4K 0.01%
604
616
$16.2K 0.01%
123
617
$16.2K 0.01%
1,604
618
$16.1K 0.01%
1,000
619
$16.1K 0.01%
1,066
620
$16.1K 0.01%
77
621
$15.8K 0.01%
1,195
-626
622
$15.8K 0.01%
62
623
$15.7K 0.01%
70
624
$15.5K 0.01%
+83
625
$15.4K 0.01%
423