PA

Pinnacle Associates Portfolio holdings

AUM $7.54B
1-Year Est. Return 29.55%
This Quarter Est. Return
1 Year Est. Return
+29.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.65B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.6M
3
+$12.3M
4
DDD icon
3D Systems Corp
DDD
+$11.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.73M

Top Sells

1
+$49.8M
2
+$11M
3
+$8.86M
4
STZ icon
Constellation Brands
STZ
+$8.52M
5
ADSK icon
Autodesk
ADSK
+$6.03M

Sector Composition

1 Technology 24.84%
2 Healthcare 11.47%
3 Industrials 10.12%
4 Communication Services 8.09%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.24M 0.06%
62,663
+185
277
$3.2M 0.06%
4,787
+20
278
$3.18M 0.06%
37,744
+250
279
$3.17M 0.06%
23,197
+163
280
$3.15M 0.06%
120,531
-14,245
281
$3.05M 0.05%
13,396
-163
282
$2.96M 0.05%
56,745
+66
283
$2.94M 0.05%
55,115
+1,843
284
$2.93M 0.05%
21,808
+4,404
285
$2.91M 0.05%
34,238
-2,062
286
$2.9M 0.05%
89,821
-2,110
287
$2.89M 0.05%
81,523
-12,251
288
$2.79M 0.05%
117,936
+2,348
289
$2.79M 0.05%
22,433
+19,345
290
$2.77M 0.05%
58,936
+381
291
$2.77M 0.05%
+78,405
292
$2.75M 0.05%
19,858
-2,030
293
$2.75M 0.05%
37,957
+1,280
294
$2.75M 0.05%
51,492
+8,235
295
$2.74M 0.05%
27,902
-480
296
$2.69M 0.05%
48,474
-2,740
297
$2.69M 0.05%
57,156
+18,806
298
$2.69M 0.05%
59,710
+10,910
299
$2.66M 0.05%
21,624
-51
300
$2.65M 0.05%
17,545
+17
10 11
12
13 14