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
$5.65B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.6M
3
+$12.3M
4
DDD icon
3D Systems Corp
DDD
+$11.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.73M

Top Sells

1
+$49.8M
2
+$11M
3
+$8.86M
4
STZ icon
Constellation Brands
STZ
+$8.52M
5
ADSK icon
Autodesk
ADSK
+$6.03M

Sector Composition

1 Technology 24.84%
2 Healthcare 11.47%
3 Industrials 10.12%
4 Communication Services 8.09%
5 Financials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.78M 0.17%
78,526
+11,649
152
$9.68M 0.17%
59,735
+2,780
153
$9.54M 0.17%
37,291
+23,468
154
$9.5M 0.17%
34,762
+534
155
$9.46M 0.17%
454,769
-37,142
156
$9.4M 0.17%
49,864
-2,606
157
$9.38M 0.17%
1,031,065
+290,802
158
$9.06M 0.16%
507,546
+89,435
159
$8.99M 0.16%
20,559
+9,935
160
$8.94M 0.16%
177,842
-16,098
161
$8.64M 0.15%
42,140
-4,094
162
$8.59M 0.15%
45,728
+4,482
163
$8.49M 0.15%
45,879
+11,776
164
$8.48M 0.15%
108,508
-2,080
165
$8.45M 0.15%
466,818
+182,457
166
$8.26M 0.15%
51,125
-1,001
167
$8.24M 0.15%
35,779
-36,980
168
$8.12M 0.14%
78,925
+13,371
169
$8.03M 0.14%
19,351
-11
170
$7.94M 0.14%
39,288
-790
171
$7.87M 0.14%
32,618
-571
172
$7.73M 0.14%
74,478
-6,330
173
$7.7M 0.14%
80,094
+677
174
$7.69M 0.14%
70,290
+45,811
175
$7.52M 0.13%
96,940
-1,053
5 6
7
8 9