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
$5.94B
AUM Growth
+$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.15M
3
+$4.95M
4
FARO
Faro Technologies
FARO
+$4.37M
5
FANG icon
Diamondback Energy
FANG
+$4.28M

Top Sells

1
+$32.3M
2
+$9.74M
3
+$7.41M
4
LRCX icon
Lam Research
LRCX
+$6.28M
5
VSH icon
Vishay Intertechnology
VSH
+$5.18M

Sector Composition

1 Technology 23.72%
2 Healthcare 11.93%
3 Financials 9.88%
4 Industrials 9.8%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$493K 0.01%
6,176
-112
577
$492K 0.01%
3,549
578
$488K 0.01%
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579
$481K 0.01%
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912
581
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582
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586
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587
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588
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590
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591
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599
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7,000
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600
$445K 0.01%
30,480
-200
22 23
24
25 26