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
$305M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

1 +$6.55M
2 +$2.17M
3 +$1.99M
4
WFC icon
Wells Fargo
WFC
+$1.78M
5
JPM icon
JPMorgan Chase
JPM
+$1.61M

Sector Composition

1 Financials 33.17%
2 Technology 8.64%
3 Healthcare 5.12%
4 Consumer Staples 3.68%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$7.14K ﹤0.01%
66
677
$6.86K ﹤0.01%
+14
678
$6.77K ﹤0.01%
77
679
$6.74K ﹤0.01%
313
680
$6.63K ﹤0.01%
76
-1
681
$6.61K ﹤0.01%
75
682
$6.55K ﹤0.01%
113
683
$6.52K ﹤0.01%
827
684
$6.51K ﹤0.01%
39
+24
685
$6.3K ﹤0.01%
192
686
$6.21K ﹤0.01%
123
-81
687
$6.18K ﹤0.01%
+52
688
$5.97K ﹤0.01%
117
689
$5.93K ﹤0.01%
+119
690
$5.92K ﹤0.01%
+133
691
$5.9K ﹤0.01%
57
692
$5.87K ﹤0.01%
170
693
$5.83K ﹤0.01%
167
694
$5.83K ﹤0.01%
111
695
$5.81K ﹤0.01%
+162
696
$5.75K ﹤0.01%
+452
697
$5.72K ﹤0.01%
71
698
$5.7K ﹤0.01%
45
699
$5.66K ﹤0.01%
+134
700
$5.56K ﹤0.01%
157
+53