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
$5.8B
AUM Growth
+$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$11.1M
3
+$10.6M
4
DIS icon
Walt Disney
DIS
+$9.7M
5
TSLA icon
Tesla
TSLA
+$9.34M

Top Sells

1
+$46.6M
2
+$14.7M
3
+$14.2M
4
LRCX icon
Lam Research
LRCX
+$11M
5
BAC icon
Bank of America
BAC
+$10.8M

Sector Composition

1 Technology 26.66%
2 Healthcare 11.32%
3 Industrials 9.97%
4 Communication Services 8.17%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$451K 0.01%
+7,245
577
$448K 0.01%
6,875
-95
578
$445K 0.01%
2,484
579
$444K 0.01%
4,322
+50
580
$442K 0.01%
2,550
581
$441K 0.01%
29,385
+430
582
$441K 0.01%
5,210
+160
583
$439K 0.01%
31,805
584
$438K 0.01%
31,244
-6,900
585
$435K 0.01%
+22,918
586
$434K 0.01%
3,300
587
$431K 0.01%
1,630
-100
588
$427K 0.01%
10,985
589
$427K 0.01%
2,475
-315
590
$424K 0.01%
6,041
+66
591
$420K 0.01%
19,275
+4,600
592
$420K 0.01%
16,091
593
$419K 0.01%
5,953
-1,001
594
$418K 0.01%
+18,495
595
$412K 0.01%
5,094
-955
596
$410K 0.01%
13,467
-3,500
597
$409K 0.01%
1,836
598
$409K 0.01%
650
+269
599
$408K 0.01%
6,718
+1,421
600
$408K 0.01%
2,960
+30
22 23
24
25 26