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
$4.59B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.1%
2 Healthcare 14.9%
3 Industrials 10.38%
4 Financials 9%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$397K 0.01%
12,705
-1,020
552
$396K 0.01%
1,807
553
$394K 0.01%
4,652
+248
554
$394K 0.01%
5,283
+336
555
$394K 0.01%
8,003
+1,982
556
$387K 0.01%
27,327
557
$385K 0.01%
892
-29
558
$385K 0.01%
1,958
-211
559
$385K 0.01%
4,696
+55
560
$375K 0.01%
4,347
+307
561
$374K 0.01%
6,133
+687
562
$373K 0.01%
5,834
+975
563
$370K 0.01%
+10,321
564
$368K 0.01%
4,441
+537
565
$365K 0.01%
78,690
-605
566
$363K 0.01%
25,230
-1,240
567
$362K 0.01%
3,337
-138
568
$360K 0.01%
7,537
569
$358K 0.01%
+7,493
570
$355K 0.01%
3,205
-5,400
571
$353K 0.01%
1,368
-20
572
$350K 0.01%
683
-118
573
$350K 0.01%
10,820
-123
574
$348K 0.01%
9,100
575
$345K 0.01%
4,447
+47