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PA

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
$4.36B
AUM Growth
-$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$23.6M
3
+$12.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.7M
5
MANU icon
Manchester United
MANU
+$7.12M

Top Sells

1
+$20.7M
2
+$13.9M
3
+$12.6M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$9.55M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$9.24M

Sector Composition

1 Technology 21.97%
2 Healthcare 14.78%
3 Industrials 10.11%
4 Financials 8.35%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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