PA
Pinnacle Associates Portfolio holdings
AUM
$7.78B
1-Year Est. Return
45.14%
This Fund
S&P 500
1 Year Est. Return
+45.14%
AUM
$7.79B
AUM Growth
+$258M
(+3.4%)
Holding
956
Top Buys
| 1 | +$15.9M | |
| 2 | +$6.83M | |
| 3 | +$5.29M | |
| 4 |
Procept Biorobotics
PRCT
|
+$4.09M |
| 5 |
AIOT
PowerFleet Inc
AIOT
|
+$4.01M |
Top Sells
| 1 | +$19M | |
| 2 | +$10.1M | |
| 3 | +$7.67M | |
| 4 |
Coherent
COHR
|
+$7.21M |
| 5 |
Lam Research
LRCX
|
+$7.15M |
Sector Composition
| 1 | Technology | 24.11% |
| 2 | Financials | 11.16% |
| 3 | Healthcare | 10.99% |
| 4 | Industrials | 8.57% |
| 5 | Communication Services | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
First Citizens BancShares
FCNCA
$23B
| – | – |
-173
|
|
||
952
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.1B
| – | – |
-2,050
|
|
||
953
Eastman Chemical
EMN
$8.36B
| – | – |
-4,562
|
|
||
954
BlackRock Core Bond Trust
BHK
$664M
| – | – |
-10,481
|
|
||
955
Angi Inc
ANGI
$294M
| – | – |
-79,058
|
|
||
956
Agilent Technologies
A
$32.7B
| – | – |
-5,561
|
|