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
$5.42B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$17.6M
3
+$17.5M
4
ALDR
Alder Biopharmaceuticals
ALDR
+$14.8M
5
CYTK icon
Cytokinetics
CYTK
+$14.6M

Top Sells

1
+$18.7M
2
+$16.3M
3
+$14.2M
4
MBLY
Mobileye N.V.
MBLY
+$8.76M
5
WFC icon
Wells Fargo
WFC
+$8.23M

Sector Composition

1 Technology 21.26%
2 Healthcare 14.42%
3 Communication Services 13.99%
4 Industrials 10.15%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.76M 0.03%
35,430
+500
327
$1.76M 0.03%
42,987
-347,103
328
$1.75M 0.03%
11,982
-182
329
$1.74M 0.03%
12,229
-619
330
$1.74M 0.03%
11,713
+243
331
$1.65M 0.03%
17,405
+350
332
$1.64M 0.03%
50,050
-74
333
$1.62M 0.03%
17,608
334
$1.62M 0.03%
16,167
-275
335
$1.61M 0.03%
95,912
+208
336
$1.61M 0.03%
33,227
+170
337
$1.61M 0.03%
+43,971
338
$1.61M 0.03%
186,365
+17,650
339
$1.59M 0.03%
74,853
+8
340
$1.58M 0.03%
22,518
-524
341
$1.55M 0.03%
31,315
+2,080
342
$1.54M 0.03%
38,300
-100
343
$1.54M 0.03%
33,311
-1,846
344
$1.47M 0.03%
18,421
+1,368
345
$1.42M 0.03%
7,965
+263
346
$1.4M 0.03%
30,947
-282
347
$1.39M 0.03%
18,764
-790
348
$1.39M 0.03%
38,781
-1,499
349
$1.38M 0.03%
31,035
+225
350
$1.37M 0.03%
12,502
+96
12 13
14
15 16