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
351
$1.37M 0.03%
105,800
-5,000
352
$1.36M 0.03%
113,789
-13,213
353
$1.35M 0.02%
31,772
-2,349
354
$1.35M 0.02%
135,735
+6,100
355
$1.34M 0.02%
98,387
356
$1.34M 0.02%
7,740
-2,405
357
$1.33M 0.02%
22,518
+245
358
$1.32M 0.02%
19,155
+5,282
359
$1.31M 0.02%
23,387
-61
360
$1.3M 0.02%
71,910
-3,250
361
$1.3M 0.02%
6,945
+16
362
$1.29M 0.02%
64,260
-385
363
$1.29M 0.02%
18,100
-290
364
$1.26M 0.02%
13,892
-315
365
$1.25M 0.02%
21,621
-98
366
$1.25M 0.02%
19,434
-6,112
367
$1.24M 0.02%
60,953
-80,921
368
$1.24M 0.02%
18,069
-498
369
$1.23M 0.02%
13,898
-15
370
$1.23M 0.02%
54,354
+23
371
$1.22M 0.02%
+34,815
372
$1.21M 0.02%
37,112
-410
373
$1.21M 0.02%
201,457
-17,510
374
$1.21M 0.02%
19,804
-7,450
375
$1.19M 0.02%
18,853
-100
13 14
15
16 17