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
$5.12B
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$16.8M
3
+$15.9M
4
WWE
World Wrestling Entertainment
WWE
+$14.5M
5
IRDM icon
Iridium Communications
IRDM
+$10.1M

Top Sells

1
+$55.5M
2
+$17.2M
3
+$9.14M
4
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
+$9.07M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.37M

Sector Composition

1 Industrials 14.84%
2 Communication Services 12.42%
3 Technology 11.83%
4 Healthcare 11.31%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$442K 0.01%
33,698
+13,020
477
$441K 0.01%
301
-6
478
$439K 0.01%
10,218
+2,575
479
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+17,612
480
$423K 0.01%
4,999
-75
481
$422K 0.01%
4,875
-505
482
$421K 0.01%
4,450
-600
483
$420K 0.01%
19,229
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484
$406K 0.01%
4,165
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485
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62,890
+8,870
486
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3,515
-150
487
$389K 0.01%
13,300
+2,500
488
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+3,002
489
$380K 0.01%
+27,603
490
$377K 0.01%
1,108
+558
491
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6,835
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492
$374K 0.01%
13,102
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493
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17,445
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494
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1,237
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495
$368K 0.01%
8,000
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496
$366K 0.01%
9,476
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497
$364K 0.01%
5,073
-400
498
$362K 0.01%
7,680
-535
499
$358K 0.01%
6,960
-350
500
$357K 0.01%
14,600
+385
18 19
20
21 22