PA

Pinnacle Associates Portfolio holdings

AUM $7.78B
1-Year Est. Return 45.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.64B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Sells

1 +$62.3M
2 +$58.4M
3 +$20.8M
4
FWONA icon
Liberty Media Series A
FWONA
+$10.4M
5
EQIX icon
Equinix
EQIX
+$6.16M

Sector Composition

1 Communication Services 17%
2 Technology 16.69%
3 Healthcare 13.59%
4 Industrials 10.77%
5 Consumer Discretionary 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-1,538
652
-4,908
653
-3,779
654
-1,796
655
-7,820
656
-3,300
657
-1,769,239
658
-81,584
659
-25,300
660
-62,032
661
-12,000
662
-14,005
663
-135,010
664
-12,320
665
-5,076
666
-8,398
667
-12,920
668
-770,437
669
-31,150
670
-10,017
671
-11,175
672
-3,333
673
-4,118
674
-5,794
675
-400,495