PA
Pinnacle Associates Portfolio holdings
AUM
$6.91B
1-Year Return
19.7%
This Quarter Return
-1.14%
1 Year Return
+19.7%
3 Year Return
+83.05%
5 Year Return
+159.73%
10 Year Return
+431.93%
AUM
$5.42B
AUM Growth
-$106M
(-1.9%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
17.48%
Holding
793
New
30
Increased
282
Reduced
334
Closed
32
Top Buys
| 1 |
Array Technologies
ARRY
|
$10.4M |
| 2 |
Golar LNG
GLNG
|
$8.38M |
| 3 |
Cerence
CRNC
|
$7.51M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$7.41M |
| 5 |
Verizon
VZ
|
$7.24M |
Top Sells
| 1 |
Ambarella
AMBA
|
$12.2M |
| 2 |
Match Group
MTCH
|
$11.8M |
| 3 |
AT&T
T
|
$11.1M |
| 4 |
CVS Health
CVS
|
$7.52M |
| 5 |
Qorvo
QRVO
|
$6.9M |
Sector Composition
| 1 | Technology | 24.89% |
| 2 | Healthcare | 11.5% |
| 3 | Industrials | 10.61% |
| 4 | Communication Services | 8.8% |
| 5 | Consumer Discretionary | 8.16% |
