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
$5.24B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$18.1M
3
+$16.5M
4
NXST icon
Nexstar Media Group
NXST
+$16.4M
5
TGNA icon
TEGNA Inc
TGNA
+$16.1M

Top Sells

1
+$37.1M
2
+$27.1M
3
+$25.5M
4
LRCX icon
Lam Research
LRCX
+$22.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.9M

Sector Composition

1 Technology 19.53%
2 Communication Services 15.34%
3 Healthcare 12.95%
4 Industrials 10.15%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$33K ﹤0.01%
4,875
652
$33K ﹤0.01%
+2,110
653
$32K ﹤0.01%
5
654
$24K ﹤0.01%
28,900
655
– –
-4,594
656
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-653
657
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-8,070
658
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659
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-11,347
660
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-5,056
661
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-23,325
662
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-4,590
663
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-82,040
664
– –
-23,000
665
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666
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667
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668
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669
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670
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671
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672
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675
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