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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
$5.38B
AUM Growth
-$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$6.68M
3
+$5.45M
4
CROX icon
Crocs
CROX
+$5.4M
5
SSYS icon
Stratasys
SSYS
+$5M

Top Sells

1
+$13.1M
2
+$10.3M
3
+$6.78M
4
AVAV icon
AeroVironment
AVAV
+$6.68M
5
MSGS icon
Madison Square Garden
MSGS
+$6.33M

Sector Composition

1 Technology 22.79%
2 Healthcare 12.98%
3 Industrials 9.76%
4 Financials 9.45%
5 Consumer Discretionary 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-1,415
827
– –
-19,465
828
– –
-22,369
829
– –
-4,258,411
830
– –
-3,282
831
– –
-13,000
832
– –
-1,803
833
– –
-7,643
834
– –
-14,259
835
– –
-1,076
836
– –
-78
837
– –
-53,803
838
– –
-2,589
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