PA

Pinnacle Associates Portfolio holdings

AUM $7.54B
1-Year Est. Return 29.55%
This Quarter Est. Return
1 Year Est. Return
+29.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.42B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$17.6M
3
+$17.5M
4
ALDR
Alder Biopharmaceuticals
ALDR
+$14.8M
5
CYTK icon
Cytokinetics
CYTK
+$14.6M

Top Sells

1
+$18.7M
2
+$16.3M
3
+$14.2M
4
MBLY
Mobileye N.V.
MBLY
+$8.76M
5
WFC icon
Wells Fargo
WFC
+$8.23M

Sector Composition

1 Technology 21.26%
2 Healthcare 14.42%
3 Communication Services 13.99%
4 Industrials 10.15%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20.8M 0.38%
359,299
+1,769
77
$20.8M 0.38%
2,196,027
-66,735
78
$20.7M 0.38%
252,887
+7,210
79
$20.5M 0.38%
252,355
-31,328
80
$20M 0.37%
524,707
-6,661
81
$19.8M 0.37%
319,483
+13,980
82
$19.8M 0.36%
257,355
-7,979
83
$18.9M 0.35%
139,365
+861
84
$18.2M 0.33%
71,435
-703
85
$17.6M 0.32%
2,384,833
-70,085
86
$17.2M 0.32%
245,991
+3,992
87
$17.1M 0.32%
126,804
-1,690
88
$16.9M 0.31%
342,434
+3,496
89
$16.9M 0.31%
270,974
-51,883
90
$16.2M 0.3%
507,287
-35,055
91
$15.9M 0.29%
77,723
+825
92
$15.6M 0.29%
843,175
+233,657
93
$15.1M 0.28%
290,828
-37,899
94
$15M 0.28%
331,641
-10,175
95
$15M 0.28%
346,436
+46,219
96
$15M 0.28%
234,606
-37,618
97
$14.8M 0.27%
+1,210,080
98
$14.6M 0.27%
+1,008,805
99
$14.5M 0.27%
163,506
-436
100
$14.4M 0.27%
57,021
-4,503
2 3
4
5 6