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
$4.89B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.31M
3
+$7.5M
4
AVGO icon
Broadcom
AVGO
+$7.32M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.99M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$5.91M
4
BYD icon
Boyd Gaming
BYD
+$5.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.77M

Sector Composition

1 Technology 23.1%
2 Healthcare 13.21%
3 Industrials 10.34%
4 Financials 8.33%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$914K 0.02%
28,766
-68
427
$900K 0.02%
10,100
428
$895K 0.02%
6,256
+331
429
$894K 0.02%
14,675
-400
430
$894K 0.02%
19,540
+1,581
431
$888K 0.02%
12,125
+51
432
$885K 0.02%
8,662
+2,980
433
$873K 0.02%
27,978
-884
434
$867K 0.02%
20,047
-50
435
$866K 0.02%
5,361
-162
436
$865K 0.02%
62,475
437
$846K 0.02%
19,940
-9
438
$843K 0.02%
3,894
-249
439
$836K 0.02%
3,287
+250
440
$832K 0.02%
6,011
+46
441
$827K 0.02%
6,284
+230
442
$825K 0.02%
6,901
+454
443
$819K 0.02%
23,207
+1,173
444
$817K 0.02%
13,767
+230
445
$815K 0.02%
12,852
-769
446
$811K 0.02%
8,140
-2,634
447
$809K 0.02%
46,492
-6,806
448
$798K 0.02%
20,511
-10
449
$794K 0.02%
10,687
-557
450
$790K 0.02%
9,361
+627
16 17
18
19 20