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
551
$239K ﹤0.01%
+2,191
552
$238K ﹤0.01%
3,050
-150
553
$233K ﹤0.01%
821
554
$232K ﹤0.01%
5,796
-571
555
$230K ﹤0.01%
26,000
+16,000
556
$230K ﹤0.01%
+4,182
557
$227K ﹤0.01%
28,518
+660
558
$225K ﹤0.01%
1,626
-32
559
$224K ﹤0.01%
12,233
-800
560
$224K ﹤0.01%
5,190
+102
561
$224K ﹤0.01%
2,695
562
$223K ﹤0.01%
28,560
+300
563
$218K ﹤0.01%
+4,927
564
$214K ﹤0.01%
+1,234
565
$208K ﹤0.01%
+3,420
566
$208K ﹤0.01%
6,900
-1,040
567
$207K ﹤0.01%
+2,360
568
$206K ﹤0.01%
2,958
-138
569
$204K ﹤0.01%
6,500
570
$204K ﹤0.01%
+2,852
571
$202K ﹤0.01%
4,190
+925
572
$202K ﹤0.01%
+13,183
573
$202K ﹤0.01%
2,087
+100
574
$201K ﹤0.01%
7,188
-1,040
575
$201K ﹤0.01%
4,385
-125
21 22
23
24 25