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
751
$204K ﹤0.01%
+4,800
752
$203K ﹤0.01%
4,390
-580
753
$202K ﹤0.01%
272
754
$202K ﹤0.01%
6,808
755
$201K ﹤0.01%
1,987
756
$200K ﹤0.01%
2,960
757
$194K ﹤0.01%
10,175
-466
758
$175K ﹤0.01%
11,219
759
$170K ﹤0.01%
11,769
760
$165K ﹤0.01%
12,871
761
$158K ﹤0.01%
12,546
+11
762
$158K ﹤0.01%
4,924
-2,599
763
$124K ﹤0.01%
12,939
764
$124K ﹤0.01%
+10,259
765
$115K ﹤0.01%
85,000
766
$113K ﹤0.01%
11,500
767
$108K ﹤0.01%
19,000
768
$94K ﹤0.01%
11,613
769
$90K ﹤0.01%
15,000
770
$86K ﹤0.01%
+10,260
771
$84K ﹤0.01%
2,000
772
$76K ﹤0.01%
3,772
-666
773
$72K ﹤0.01%
15,000
774
$71K ﹤0.01%
+2,504
775
$67K ﹤0.01%
11,932
29 30
31
32 33