PA
Pinnacle Associates Portfolio holdings
AUM
$6.91B
1-Year Return
19.7%
This Quarter Return
+5.07%
1 Year Return
+19.7%
3 Year Return
+83.05%
5 Year Return
+159.73%
10 Year Return
+431.93%
AUM
$5.53B
AUM Growth
+$287M
(+5.5%)
Cap. Flow
+$55.4M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
18.16%
Holding
787
New
54
Increased
305
Reduced
301
Closed
24
Top Buys
| 1 |
Vimeo
VMEO
|
$15.5M |
| 2 |
Stratasys
SSYS
|
$12.2M |
| 3 |
AMRS
Amyris Inc.
AMRS
|
$10.4M |
| 4 |
Ultra Clean Holdings
UCTT
|
$10.1M |
| 5 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$9.07M |
Top Sells
| 1 |
IAC Inc
IAC
|
$14.5M |
| 2 |
Lam Research
LRCX
|
$8.92M |
| 3 |
CUB
Cubic Corporation
CUB
|
$8.22M |
| 4 |
Boyd Gaming
BYD
|
$7.97M |
| 5 |
WWE
World Wrestling Entertainment
WWE
|
$6.66M |
Sector Composition
| 1 | Technology | 25.09% |
| 2 | Healthcare | 11.65% |
| 3 | Industrials | 11.16% |
| 4 | Communication Services | 9.07% |
| 5 | Consumer Discretionary | 7.92% |
