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
401
$963K 0.02%
53,268
-2,100
402
$962K 0.02%
8,971
403
$948K 0.02%
113,050
-6,400
404
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17,095
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405
$946K 0.02%
6,701
+364
406
$919K 0.02%
22,800
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407
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16,480
-13,715
408
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10,782
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409
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13,767
410
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8,152
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411
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412
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413
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19,640
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414
$869K 0.02%
13,568
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415
$868K 0.02%
25,045
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417
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418
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419
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25,010
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422
$832K 0.02%
24,765
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423
$831K 0.02%
35,225
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424
$828K 0.02%
20,545
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425
$827K 0.02%
5,922
-174
15 16
17
18 19