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Scott M. Brown

@Pinnacle Associates Ltd

Latest period2024 - Q3ReportedManaged Assets$5.881BTotal holdings800
Assets growth rate-7.91%Assets growth rate (2-Q avg)-3.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Associates Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 800 positions.

Assets under management

The assets under management (AUM) of Pinnacle Associates Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.881B in assets, with a quarterly growth rate of -7.91% and a 2-quarter average growth rate of -3.62%. The portfolio is managed by Scott M. Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.33%
4.39%
$257.615M
1.338M shares@ $192.54 avg price
VBVanguard Index Fds
Recent Activity
Decreased -8.21%
1.41%
$82.339M
385,971 shares@ $213.34 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.38%
1.16%
$67.986M
166,014 shares@ $409.52 avg price
IVVIshares Tr
Recent Activity
Decreased -4.21%
1%
$58.617M
122,726 shares@ $477.63 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.24%
0.94%
$55.226M
494,722 shares@ $111.63 avg price
QUALIshares Tr
Recent Activity
Decreased -4.12%
0.94%
$55.193M
375,104 shares@ $147.14 avg price
NVDANvidia Corporation
Recent Activity
Decreased -89.05%
0.87%
$51.138M
103,263 shares@ $495.23 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -9.45%
0.87%
$50.852M
143,665 shares@ $353.97 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -2.44%
0.83%
$48.355M
635,170 shares@ $76.14 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -3.84%
0.8%
$46.854M
834,585 shares@ $56.15 avg price