PA

Pinnacle Associates Portfolio holdings

AUM $6.91B
1-Year Est. Return 19.7%
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.29B
AUM Growth
-$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1 +$51.1M
2 +$41.1M
3 +$14.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.1M
5
PLUG icon
Plug Power
PLUG
+$7.7M

Sector Composition

1 Technology 24.66%
2 Healthcare 15.36%
3 Industrials 10.28%
4 Communication Services 9.24%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$26.6M 0.81%
139,855
+26,260
27
$26.5M 0.81%
931,162
-116,449
28
$26.3M 0.8%
764,547
-1,423
29
$25.9M 0.79%
191,178
-28,220
30
$25.5M 0.77%
470,946
+17,570
31
$24.7M 0.75%
601,717
-39,578
32
$24.3M 0.74%
130,034
-12,524
33
$23.6M 0.72%
89,784
-7,996
34
$22.9M 0.7%
88,641
+2,735
35
$22.9M 0.7%
739,385
+39,403
36
$22.7M 0.69%
391,100
+19,600
37
$22.5M 0.68%
204,743
-6,838
38
$22.3M 0.68%
526,086
-70,191
39
$21.8M 0.66%
405,771
+69,196
40
$21.6M 0.65%
979,079
-20,812
41
$20.6M 0.62%
497,453
+18,991
42
$20.1M 0.61%
346,620
+6,400
43
$19.4M 0.59%
460,216
-1,335
44
$19.4M 0.59%
238,784
+67,945
45
$18.8M 0.57%
1,730,563
-246,644
46
$18.7M 0.57%
335,716
+30,334
47
$18.4M 0.56%
142,946
+94,243
48
$18.2M 0.55%
136,264
+3,296
49
$18.1M 0.55%
82,471
+67,577
50
$17.8M 0.54%
552,191
-69,546