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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
$5.8B
AUM Growth
+$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$14.7M
3
+$10.3M
4
DIS icon
Walt Disney
DIS
+$10.1M
5
TSLA icon
Tesla
TSLA
+$8.89M

Top Sells

1
+$46.6M
2
+$15.4M
3
+$13M
4
BAC icon
Bank of America
BAC
+$11.1M
5
CONE
CyrusOne Inc Common Stock
CONE
+$9.83M

Sector Composition

1 Technology 26.67%
2 Healthcare 11.32%
3 Industrials 9.97%
4 Communication Services 8.18%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
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-6,660
802
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-43,975
803
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-3,975
804
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-15,135
805
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-8,060
806
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-6,550
807
– –
-1,079
808
– –
-7,530
809
– –
-63,492
810
– –
-12,125
811
– –
-2,750
812
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-10,775
813
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-5,002
814
– –
-1,000
815
– –
-70,000
816
– –
-172,282
817
– –
-18,158
818
– –
-11,200
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