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
$5.65B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.6M
3
+$12.3M
4
DDD icon
3D Systems Corp
DDD
+$11.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.73M

Top Sells

1
+$49.8M
2
+$11M
3
+$8.86M
4
STZ icon
Constellation Brands
STZ
+$8.52M
5
ADSK icon
Autodesk
ADSK
+$6.03M

Sector Composition

1 Technology 24.84%
2 Healthcare 11.47%
3 Industrials 10.12%
4 Communication Services 8.09%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$292K 0.01%
4,046
677
$289K 0.01%
2,420
678
$289K 0.01%
9,200
679
$286K 0.01%
1,851
680
$280K 0.01%
4,891
-819
681
$279K ﹤0.01%
2,040
+28
682
$279K ﹤0.01%
3,066
+76
683
$279K ﹤0.01%
7,788
-450
684
$278K ﹤0.01%
1,464
+495
685
$278K ﹤0.01%
2,436
+109
686
$278K ﹤0.01%
1,592
687
$278K ﹤0.01%
2,345
688
$276K ﹤0.01%
585
-7
689
$275K ﹤0.01%
2,770
690
$274K ﹤0.01%
+3,674
691
$272K ﹤0.01%
698
692
$270K ﹤0.01%
7,200
-200
693
$270K ﹤0.01%
+8,886
694
$270K ﹤0.01%
65,823
695
$269K ﹤0.01%
1,105
696
$268K ﹤0.01%
67,150
-4,500
697
$266K ﹤0.01%
+5,345
698
$262K ﹤0.01%
761
-25
699
$260K ﹤0.01%
+4,624
700
$260K ﹤0.01%
23,111
-1,308
26 27
28
29 30