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
$4.89B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.31M
3
+$7.5M
4
AVGO icon
Broadcom
AVGO
+$7.32M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$4.99M

Top Sells

1
+$11.3M
2
+$10.5M
3
+$5.91M
4
BYD icon
Boyd Gaming
BYD
+$5.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.77M

Sector Composition

1 Technology 23.1%
2 Healthcare 13.21%
3 Industrials 10.34%
4 Financials 8.33%
5 Consumer Discretionary 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$294K 0.01%
3,507
+71
627
$294K 0.01%
+6,005
628
$291K 0.01%
14,299
629
$291K 0.01%
1,519
-50
630
$291K 0.01%
1,290
631
$289K 0.01%
1,108
+55
632
$287K 0.01%
6,153
633
$285K 0.01%
+4,268
634
$285K 0.01%
7,230
+475
635
$285K 0.01%
3,222
+299
636
$284K 0.01%
6,010
637
$282K 0.01%
24,601
-3,413
638
$282K 0.01%
19,205
-364
639
$282K 0.01%
2,106
+68
640
$281K 0.01%
7,277
+562
641
$281K 0.01%
4,427
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642
$281K 0.01%
8,185
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643
$280K 0.01%
926
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644
$278K 0.01%
13,019
+378
645
$277K 0.01%
2,204
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646
$277K 0.01%
32,005
-3,352
647
$275K 0.01%
1,779
+63
648
$274K 0.01%
33,440
-3,285
649
$272K 0.01%
3,002
-1,650
650
$271K 0.01%
25,659
24 25
26
27 28