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
426
$1.13M 0.02%
50,970
-2,450
427
$1.12M 0.02%
63,114
-1,518
428
$1.12M 0.02%
6,924
-520
429
$1.12M 0.02%
16,200
+950
430
$1.12M 0.02%
18,845
-384
431
$1.09M 0.02%
3,570
-800
432
$1.09M 0.02%
8,717
-400
433
$1.08M 0.02%
6,384
434
$1.08M 0.02%
3,966
+1,357
435
$1.07M 0.02%
56,843
-301
436
$1.07M 0.02%
10,046
-350
437
$1.07M 0.02%
13,960
-1,125
438
$1.07M 0.02%
10,011
-537
439
$1.06M 0.02%
2,164
+71
440
$1.06M 0.02%
2
441
$1.06M 0.02%
5,602
-23
442
$1.04M 0.02%
10,843
443
$1.04M 0.02%
18,000
444
$1.04M 0.02%
7,819
445
$1.01M 0.02%
16,007
+3,055
446
$996K 0.02%
54,258
+11,420
447
$986K 0.02%
10,999
-2,725
448
$982K 0.02%
22,410
449
$970K 0.02%
74,520
-3,000
450
$950K 0.02%
4,510
-972
16 17
18
19 20