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
$3.29B
AUM Growth
-$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1 +$51.1M
2 +$41.1M
3 +$14.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.1M
5
PLUG icon
Plug Power
PLUG
+$7.7M

Sector Composition

1 Technology 24.66%
2 Healthcare 15.36%
3 Industrials 10.28%
4 Communication Services 9.24%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$12.5M 0.38%
991,409
-168,510
77
$12M 0.36%
1,071,140
-179,066
78
$11.8M 0.36%
34,888
+74
79
$11.8M 0.36%
98,457
+8,753
80
$11.7M 0.36%
81,704
-3,117
81
$11.7M 0.35%
549,306
-61,580
82
$11.5M 0.35%
305,261
-51,703
83
$11.5M 0.35%
96,944
+3,257
84
$11.4M 0.35%
480,460
+101,720
85
$11.2M 0.34%
778,730
-126,281
86
$11.1M 0.34%
140,487
+2,453
87
$11.1M 0.34%
1,685,200
+190,320
88
$11M 0.34%
204,174
-28,220
89
$10.8M 0.33%
492,604
+140,089
90
$10.7M 0.33%
131,866
+6,921
91
$10.5M 0.32%
70,290
-19,711
92
$10.4M 0.32%
441,733
-11,940
93
$10.3M 0.31%
174,178
-2,012
94
$9.9M 0.3%
898,465
-118,005
95
$9.72M 0.3%
59,564
+17,622
96
$9.72M 0.3%
113,499
+9,345
97
$9.7M 0.29%
34,197
-1,608
98
$9.61M 0.29%
123,813
-264
99
$9.47M 0.29%
150,412
-23,881
100
$9.46M 0.29%
10,885
-1,537