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
451
$700K 0.01%
5,625
+366
452
$697K 0.01%
24,900
+1,320
453
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-50
454
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14,606
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455
$688K 0.01%
25,624
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456
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457
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459
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-1,800
461
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58,100
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462
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16,585
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463
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7,434
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2,860
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465
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466
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467
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37,192
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468
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43,112
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4,800
470
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5,956
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471
$634K 0.01%
40,659
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472
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25,250
473
$630K 0.01%
7,327
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474
$630K 0.01%
8,534
-1,619
475
$625K 0.01%
10,175
-1,275
17 18
19
20 21