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
$5.42B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1 +$31M
2 +$17.7M
3 +$16.7M
4
CYTK icon
Cytokinetics
CYTK
+$13.8M
5
ALDR
Alder Biopharmaceuticals
ALDR
+$12.6M

Top Sells

1 +$16.4M
2 +$16.3M
3 +$14.1M
4
MBLY
Mobileye N.V.
MBLY
+$8.76M
5
WFC icon
Wells Fargo
WFC
+$7.93M

Sector Composition

1 Technology 21.26%
2 Healthcare 14.42%
3 Communication Services 14.02%
4 Industrials 10.15%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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