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
$6.39B
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1 +$8.4M
2 +$8.06M
3 +$6.25M
4
CAT icon
Caterpillar
CAT
+$5.1M
5
IBM icon
IBM
IBM
+$3.96M

Top Sells

1 +$17.2M
2 +$9.71M
3 +$9.19M
4
COHR icon
Coherent
COHR
+$8.24M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$6.35M

Sector Composition

1 Technology 24.95%
2 Healthcare 10.76%
3 Financials 9.72%
4 Industrials 9.39%
5 Communication Services 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-5,500
852
-3,134
853
-833
854
-10,250
855
-11,750
856
-14,121
857
-11,894