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
$4.67B
AUM Growth
-$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$17.8M
3
+$17.7M
4
AMBA icon
Ambarella
AMBA
+$17.3M
5
QRVO icon
Qorvo
QRVO
+$13M

Top Sells

1
+$72.3M
2
+$57.4M
3
+$15.1M
4
TRV icon
Travelers Companies
TRV
+$4.1M
5
TGT icon
Target
TGT
+$3.6M

Sector Composition

1 Communication Services 17.9%
2 Technology 16.13%
3 Healthcare 13.63%
4 Industrials 10.94%
5 Consumer Discretionary 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
10,017
672
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673
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