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
$4.05B
AUM Growth
+$763M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.1M
3
+$7.77M
4
VIAV icon
Viavi Solutions
VIAV
+$7.17M
5
ITCI
Intra-Cellular Therapies Inc.
ITCI
+$7.08M

Top Sells

1
+$9.37M
2
+$8.36M
3
+$6.67M
4
NVDA icon
NVIDIA
NVDA
+$6.04M
5
MSFT icon
Microsoft
MSFT
+$4.64M

Sector Composition

1 Technology 25.62%
2 Healthcare 15.46%
3 Industrials 10.95%
4 Communication Services 9.08%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$311K 0.01%
+4,100
552
$310K 0.01%
3,739
553
$308K 0.01%
1,275
554
$304K 0.01%
2,610
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555
$304K 0.01%
22,800
-800
556
$303K 0.01%
+8,825
557
$302K 0.01%
30,120
-1,902
558
$302K 0.01%
44,497
-935
559
$299K 0.01%
2,816
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560
$298K 0.01%
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561
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5,225
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562
$295K 0.01%
28,028
563
$293K 0.01%
16,700
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564
$286K 0.01%
11,395
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565
$283K 0.01%
3,127
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$282K 0.01%
12,744
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567
$281K 0.01%
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$277K 0.01%
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4,935
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571
$272K 0.01%
1,052
-25
572
$272K 0.01%
57,300
573
$271K 0.01%
2,261
-125
574
$271K 0.01%
1,726
+8
575
$271K 0.01%
11,605
-195
21 22
23
24 25