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
$5.12B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1 +$23.1M
2 +$11.6M
3 +$9.67M
4
CONE
CyrusOne Inc Common Stock
CONE
+$7.26M
5
BRSL
Brightstar Lottery PLC
BRSL
+$6.2M

Top Sells

1 +$90.6M
2 +$26.5M
3 +$25.8M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$12.1M
5
LVS icon
Las Vegas Sands
LVS
+$4.31M

Sector Composition

1 Industrials 16.77%
2 Technology 12.51%
3 Healthcare 12.2%
4 Communication Services 10.82%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$94K ﹤0.01%
+17,200
577
$89K ﹤0.01%
12,399
+675
578
$86K ﹤0.01%
1,847
579
$85K ﹤0.01%
19,366
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580
$78K ﹤0.01%
10,000
581
$76K ﹤0.01%
755
582
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923
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583
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+1,500
584
$42K ﹤0.01%
12,000
585
$42K ﹤0.01%
63
586
$32K ﹤0.01%
2,000
587
$18K ﹤0.01%
56
588
$12K ﹤0.01%
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589
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590
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593
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