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
$4.86B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$21.3M
3 +$19.1M
4
HPR
HighPoint Resources Corporation
HPR
+$17.2M
5
GRPN icon
Groupon
GRPN
+$16.4M

Sector Composition

1 Technology 19.65%
2 Healthcare 13.62%
3 Communication Services 12.54%
4 Industrials 10.68%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-2,400
727
-193,355
728
-19,707