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
$5.12B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$11.6M
3 +$9.67M
4
CONE
CyrusOne Inc Common Stock
CONE
+$7.26M
5
BRSL
Brightstar Lottery PLC
BRSL
+$6.2M

Top Sells

1 +$90.6M
2 +$26.5M
3 +$25.8M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$12.1M
5
LVS icon
Las Vegas Sands
LVS
+$4.31M

Sector Composition

1 Industrials 16.77%
2 Technology 12.51%
3 Healthcare 12.2%
4 Communication Services 10.82%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
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8,853
-492
477
$401K 0.01%
+11,750
478
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479
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485
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486
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$362K 0.01%
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489
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15,556
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490
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496
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498
$336K 0.01%
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499
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14,478
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500
$332K 0.01%
25,000