PA

Pinnacle Associates Portfolio holdings

AUM $7.79B
1-Year Est. Return 35.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.91B
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$12.2M
3
+$8.11M
4
EOLS icon
Evolus
EOLS
+$7.02M
5
ABBV icon
AbbVie
ABBV
+$6.93M

Top Sells

1
+$335M
2
+$17.9M
3
+$12.1M
4
GLNG icon
Golar LNG
GLNG
+$12M
5
AAPL icon
Apple
AAPL
+$11.7M

Sector Composition

1 Technology 23.46%
2 Financials 11.35%
3 Healthcare 9.92%
4 Industrials 8.65%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$350K 0.01%
4,530
702
$348K 0.01%
1,550
703
$345K 0.01%
4,565
+1,167
704
$343K 0.01%
6,846
+1,724
705
$342K ﹤0.01%
2,692
-71
706
$340K ﹤0.01%
2,016
-197
707
$339K ﹤0.01%
26,631
-88
708
$338K ﹤0.01%
173
709
$335K ﹤0.01%
4,876
-109
710
$334K ﹤0.01%
353
711
$333K ﹤0.01%
4,530
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712
$332K ﹤0.01%
7,484
-161
713
$330K ﹤0.01%
2,271
714
$330K ﹤0.01%
3,141
715
$328K ﹤0.01%
3,082
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716
$327K ﹤0.01%
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717
$326K ﹤0.01%
+4,011
718
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719
$324K ﹤0.01%
5,177
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720
$324K ﹤0.01%
177
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721
$322K ﹤0.01%
1,044
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722
$321K ﹤0.01%
3,337
-6
723
$320K ﹤0.01%
1,930
+21
724
$318K ﹤0.01%
18,560
+2,232
725
$312K ﹤0.01%
6,380
-3,968
27 28
29
30 31