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
$4.99B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Sells

1 +$21.8M
2 +$12.1M
3 +$9.69M
4
EMC
EMC CORPORATION
EMC
+$7.98M
5
CMI icon
Cummins
CMI
+$7.98M

Sector Composition

1 Technology 18.34%
2 Communication Services 15.45%
3 Healthcare 13.85%
4 Industrials 10.55%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-293,777
652
-8,266
653
-4,410
654
$0 ﹤0.01%
+10,017
655
-1,078,891
656
-96,250