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
401
$1.36M 0.02%
13,422
-1,135
402
$1.35M 0.02%
57,057
+14
403
$1.34M 0.02%
62,475
404
$1.34M 0.02%
119,580
+10,575
405
$1.34M 0.02%
46,507
-599
406
$1.33M 0.02%
5,101
+293
407
$1.32M 0.02%
12,731
+2,726
408
$1.32M 0.02%
73,683
-6,333
409
$1.32M 0.02%
12,980
-5,809
410
$1.31M 0.02%
5,250
-2,244
411
$1.3M 0.02%
8,519
+2,825
412
$1.3M 0.02%
32,212
+4,000
413
$1.28M 0.02%
+8,597
414
$1.28M 0.02%
23,476
-275
415
$1.27M 0.02%
4,404
+188
416
$1.25M 0.02%
8,007
-101
417
$1.23M 0.02%
49,245
-3,250
418
$1.23M 0.02%
59,660
+13,100
419
$1.21M 0.02%
259,783
+3,980
420
$1.17M 0.02%
4,900
-5,350
421
$1.16M 0.02%
49,980
+250
422
$1.14M 0.02%
27,615
-6,085
423
$1.14M 0.02%
23,123
-250
424
$1.13M 0.02%
2,728
+27
425
$1.13M 0.02%
39,543
-100
15 16
17
18 19