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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
$7.79B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$6.83M
3
+$5.29M
4
PRCT icon
Procept Biorobotics
PRCT
+$4.09M
5
AIOT
PowerFleet Inc
AIOT
+$4.01M

Top Sells

1
+$19M
2
+$10.1M
3
+$7.67M
4
COHR icon
Coherent
COHR
+$7.21M
5
LRCX icon
Lam Research
LRCX
+$7.15M

Sector Composition

1 Technology 24.11%
2 Financials 11.16%
3 Healthcare 10.99%
4 Industrials 8.58%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIQ icon
726
Global X Artificial Intelligence & Technology ETF
AIQ
$10.8B
$368K ﹤0.01%
7,235
+1,480
VTWG icon
727
Vanguard Russell 2000 Growth ETF
VTWG
$1.49B
$368K ﹤0.01%
1,558
ARGX icon
728
argenx
ARGX
$55.8B
$364K ﹤0.01%
+433
IUSG icon
729
iShares Core S&P US Growth ETF
IUSG
$31.9B
$364K ﹤0.01%
2,167
+295
ACM icon
730
Aecom
ACM
$9.16B
$364K ﹤0.01%
3,817
BMRN icon
731
BioMarin Pharmaceuticals
BMRN
$10.7B
$364K ﹤0.01%
+6,121
FFIV icon
732
F5
FFIV
$21.8B
$360K ﹤0.01%
1,409
+1
TLH icon
733
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$358K ﹤0.01%
3,525
+88
HSY icon
734
Hershey
HSY
$36.8B
$355K ﹤0.01%
1,950
+27
ESS icon
735
Essex Property Trust
ESS
$17.8B
$354K ﹤0.01%
1,352
+404
CRNC icon
736
Cerence
CRNC
$467M
$354K ﹤0.01%
33,093
-1,865
HBM icon
737
Hudbay
HBM
$11.7B
$354K ﹤0.01%
17,820
-5,543
IVOO icon
738
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.7B
$351K ﹤0.01%
3,141
EQIX icon
739
Equinix
EQIX
$108B
$351K ﹤0.01%
458
+8
HIG icon
740
Hartford Financial Services
HIG
$35.9B
$349K ﹤0.01%
2,536
-146
IWY icon
741
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$349K ﹤0.01%
1,261
+238
AME icon
742
Ametek
AME
$53.7B
$347K ﹤0.01%
+1,688
IR icon
743
Ingersoll Rand
IR
$31.1B
$346K ﹤0.01%
4,373
+280
GATX icon
744
GATX Corp
GATX
$6.27B
$344K ﹤0.01%
2,027
+7
TFPM icon
745
Triple Flag Precious Metals
TFPM
$6.59B
$344K ﹤0.01%
10,345
-2,159
SPLV icon
746
Invesco S&P 500 Low Volatility ETF
SPLV
$7.06B
$344K ﹤0.01%
4,810
-326
BBY icon
747
Best Buy
BBY
$15.7B
$343K ﹤0.01%
+5,125
SLF icon
748
Sun Life Financial
SLF
$43.4B
$342K ﹤0.01%
5,483
MLI icon
749
Mueller Industries
MLI
$15.5B
$341K ﹤0.01%
+2,972
GFI icon
750
Gold Fields
GFI
$36.7B
$339K ﹤0.01%
7,756
-1,482
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30
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