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
526
$283K 0.01%
9,594
+2
527
$283K 0.01%
10,265
-6,830
528
$281K 0.01%
4,490
-200
529
$280K 0.01%
13,400
-3,200
530
$279K 0.01%
2,818
-129
531
$278K 0.01%
+3,980
532
$277K 0.01%
20,942
+2
533
$274K 0.01%
38,990
+510
534
$271K 0.01%
3,265
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535
$270K 0.01%
+10,166
536
$267K 0.01%
37,225
537
$265K 0.01%
2,234
+57
538
$264K 0.01%
4,841
+346
539
$264K 0.01%
4,706
-750
540
$257K 0.01%
2,998
-360
541
$256K 0.01%
5,803
542
$256K 0.01%
6,406
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543
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544
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7,345
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545
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7,233
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546
$249K ﹤0.01%
4,122
-500
547
$247K ﹤0.01%
16,000
-500
548
$245K ﹤0.01%
10,188
+173
549
$243K ﹤0.01%
+7,544
550
$241K ﹤0.01%
8,000
+305
20 21
22
23 24