PA
Pinnacle Associates Portfolio holdings
AUM
$6.91B
This Quarter Return
+8.35%
1 Year Return
+19.7%
3 Year Return
+83.05%
5 Year Return
+159.73%
10 Year Return
+431.93%
AUM
$4.89B
AUM Growth
+$4.89B
(+6.5%)
Cap. Flow
+$27.6M
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
19.91%
Holding
799
New
41
Increased
320
Reduced
333
Closed
29
Top Buys
Top Sells
| 1 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$11.3M |
| 2 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
$10.5M |
| 3 |
Manchester United
MANU
|
$5.91M |
| 4 |
Boyd Gaming
BYD
|
$5.84M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$5.77M |
Sector Composition
| 1 | Technology | 23.1% |
| 2 | Healthcare | 13.21% |
| 3 | Industrials | 10.34% |
| 4 | Financials | 8.33% |
| 5 | Consumer Discretionary | 7.97% |
