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
351
$1.94M 0.03%
16,442
-8,433
352
$1.92M 0.03%
33,170
353
$1.87M 0.03%
7,553
+655
354
$1.86M 0.03%
114,494
-4,110
355
$1.86M 0.03%
30,657
-1,850
356
$1.84M 0.03%
71,396
-1,640
357
$1.77M 0.03%
26,648
+1,433
358
$1.77M 0.03%
24,699
-990
359
$1.76M 0.03%
141,165
360
$1.75M 0.03%
10,846
-1,000
361
$1.74M 0.03%
99,057
-9,850
362
$1.73M 0.03%
22,671
+1,305
363
$1.71M 0.03%
13,716
-679
364
$1.68M 0.03%
12,266
+4
365
$1.65M 0.03%
18,262
-6,509
366
$1.59M 0.03%
41,529
+2,967
367
$1.58M 0.03%
27,524
-609
368
$1.57M 0.03%
17,312
+279
369
$1.55M 0.03%
31,718
+3,937
370
$1.55M 0.03%
26,518
-11,650
371
$1.54M 0.03%
68,176
372
$1.54M 0.03%
11,821
-39,431
373
$1.54M 0.03%
52,366
+11,888
374
$1.54M 0.03%
6,419
-69
375
$1.53M 0.03%
11,623
-7,475
13 14
15
16 17