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
$5.2B
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$30.8M
3
+$30.2M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$22M
5
FORM icon
FormFactor
FORM
+$11.8M

Top Sells

1
+$36.8M
2
+$27.2M
3
+$26.3M
4
LRCX icon
Lam Research
LRCX
+$25.9M
5
VAL
Valspar
VAL
+$23.4M

Sector Composition

1 Technology 20.04%
2 Communication Services 14.74%
3 Healthcare 14.02%
4 Industrials 10.47%
5 Financials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
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