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
$4.45B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1 +$140M
2 +$115M
3 +$96.2M
4
LVS icon
Las Vegas Sands
LVS
+$86.6M
5
CMI icon
Cummins
CMI
+$84.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.82%
2 Communication Services 11.93%
3 Technology 11.91%
4 Healthcare 11.65%
5 Energy 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$115K ﹤0.01%
+20,000
527
$109K ﹤0.01%
+10,000
528
$107K ﹤0.01%
+5,689
529
$103K ﹤0.01%
+10,850
530
$64K ﹤0.01%
+15,500
531
$60K ﹤0.01%
+11,474
532
$59K ﹤0.01%
+60
533
$43K ﹤0.01%
+755
534
$37K ﹤0.01%
+21,053
535
$32K ﹤0.01%
+14,000
536
$31K ﹤0.01%
+11,000
537
$30K ﹤0.01%
+2,000
538
$30K ﹤0.01%
+12,000
539
$26K ﹤0.01%
+56
540
$6K ﹤0.01%
+212,000