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
$5.65B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.6M
3
+$12.3M
4
DDD icon
3D Systems Corp
DDD
+$11.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.73M

Top Sells

1
+$49.8M
2
+$11M
3
+$8.86M
4
STZ icon
Constellation Brands
STZ
+$8.52M
5
ADSK icon
Autodesk
ADSK
+$6.03M

Sector Composition

1 Technology 24.84%
2 Healthcare 11.47%
3 Industrials 10.12%
4 Communication Services 8.09%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$520K 0.01%
+10,346
552
$513K 0.01%
6,150
-1,345
553
$509K 0.01%
15,655
+5,525
554
$509K 0.01%
4,615
555
$509K 0.01%
9,942
+518
556
$508K 0.01%
4,260
-73
557
$508K 0.01%
14,536
-1,731
558
$508K 0.01%
45,578
559
$507K 0.01%
+16,025
560
$504K 0.01%
13,676
+109
561
$503K 0.01%
39,441
-295
562
$501K 0.01%
20,560
+1
563
$498K 0.01%
4,372
+50
564
$498K 0.01%
1,632
+57
565
$491K 0.01%
+976
566
$491K 0.01%
11,864
+204
567
$486K 0.01%
30,496
-1,073
568
$486K 0.01%
7,251
+583
569
$484K 0.01%
10,153
570
$483K 0.01%
6,725
-150
571
$482K 0.01%
17,795
-700
572
$479K 0.01%
9,840
+2,750
573
$479K 0.01%
18,530
574
$476K 0.01%
2,763
+230
575
$471K 0.01%
3,494
+70
21 22
23
24 25