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
526
$414K 0.01%
3,112
-2,050
527
$413K 0.01%
79,210
-3,200
528
$412K 0.01%
3,887
-27
529
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7,253
-1,725
530
$403K 0.01%
2,537
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531
$396K 0.01%
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532
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7,045
533
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534
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535
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536
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537
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538
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$378K 0.01%
7,732
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540
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544
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545
$363K 0.01%
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19,500
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9,363
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$360K 0.01%
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549
$355K 0.01%
4,450
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550
$354K 0.01%
2,670
+451
20 21
22
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