PA

Pinnacle Associates Portfolio holdings

AUM $6.91B
1-Year Est. Return 19.7%
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.38B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1 +$6.9M
2 +$6.18M
3 +$4.81M
4
CROX icon
Crocs
CROX
+$4.63M
5
SSYS icon
Stratasys
SSYS
+$4.3M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.98%
3 Industrials 9.76%
4 Financials 9.45%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-53,803
827
-2,589
828
-21,585
829
-12,868
830
-24,040
831
-4,114
832
-821
833
-6,742
834
-1,415
835
-19,465
836
-22,369
837
-4,258,411
838
-3,282