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
476
$618K 0.01%
7,299
-7,867
477
$607K 0.01%
11,918
478
$605K 0.01%
31,711
-65,718
479
$603K 0.01%
46,550
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480
$598K 0.01%
23,034
-1,120
481
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482
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483
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484
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485
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7,112
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489
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10,550
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$494K 0.01%
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500
$473K 0.01%
12,750
-225
18 19
20
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