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
$4.64B
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 16.96%
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
-7,820
652
-3,300
653
-1,769,239
654
-81,584
655
-25,300
656
-62,032
657
-12,000
658
-14,005
659
-135,010
660
-7,670,058
661
-14,445
662
-7,888
663
-25,855
664
-10,017
665
-31,150
666
-4,012
667
-5,794
668
-4,118
669
-3,333
670
-11,175
671
-12,089
672
-3,658
673
-28,263
674
-5,630
675
-1,538