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
$5.53B
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.8M
3
+$10.1M
4
LEA icon
Lear
LEA
+$9.56M
5
AMRS
Amyris Inc.
AMRS
+$9.49M

Top Sells

1
+$14.9M
2
+$8.66M
3
+$8.21M
4
BYD icon
Boyd Gaming
BYD
+$8.18M
5
WWE
World Wrestling Entertainment
WWE
+$6.66M

Sector Composition

1 Technology 25.1%
2 Healthcare 11.65%
3 Industrials 11.16%
4 Communication Services 9.11%
5 Consumer Discretionary 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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-5,850
777
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-6,465
778
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779
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-1,224
780
– –
-90,062
781
– –
-1,165
782
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-110,170
783
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-10,779
784
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-7,429
785
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-2,685
786
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-5,196
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