PA
Pinnacle Associates Portfolio holdings
AUM
$6.91B
This Quarter Return
+7.98%
1 Year Return
+19.7%
3 Year Return
+83.05%
5 Year Return
+159.73%
10 Year Return
+431.93%
AUM
$4.21B
AUM Growth
+$4.21B
(+3.8%)
Cap. Flow
+$93.6M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
20.02%
Holding
709
New
35
Increased
227
Reduced
345
Closed
33
Top Buys
| 1 |
Apple
AAPL
|
$99.7M |
| 2 |
Match Group
MTCH
|
$39.7M |
| 3 |
Johnson & Johnson
JNJ
|
$14.9M |
| 4 |
Commault Systems
CVLT
|
$14.4M |
| 5 |
Starbucks
SBUX
|
$7.52M |
Top Sells
| 1 |
Microsoft
MSFT
|
$17M |
| 2 |
Lazard
LAZ
|
$14.4M |
| 3 |
Salesforce
CRM
|
$9.08M |
| 4 |
Sphere Entertainment
SPHR
|
$5.43M |
| 5 |
Lam Research
LRCX
|
$4.17M |
Sector Composition
| 1 | Technology | 24.68% |
| 2 | Healthcare | 14.63% |
| 3 | Industrials | 11.76% |
| 4 | Communication Services | 9.11% |
| 5 | Consumer Discretionary | 7.26% |