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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
SPRSpirit Aerosystems Hldgs Inc
Recent Activity
New Position
0.11%
$6.349M
199,784 shares@ $31.79 avg price
QDELQuidelortho Corp
Recent Activity
New Position
0.11%
$6.292M
85,375 shares@ $73.71 avg price
NFENew Fortress Energy Inc
Recent Activity
New Position
0.07%
$3.694M
97,895 shares@ $37.73 avg price
EQREquity Residential
Recent Activity
New Position
0.06%
$3.253M
53,183 shares@ $61.16 avg price
IPIIntrepid Potash Inc
Recent Activity
New Position
0.06%
$3.1M
129,782 shares@ $23.9 avg price
WKCWorld Kinect Corporation
Recent Activity
New Position
0.02%
$1.123M
49,286 shares@ $22.78 avg price
GFSGlobalfoundries Inc
Recent Activity
New Position
0.01%
$574,810
9,485 shares@ $60.61 avg price
JETSEtf Ser Solutions
Recent Activity
New Position
0.01%
$457,234
24,027 shares@ $19.04 avg price
BIDUBaidu Inc
Recent Activity
New Position
0.01%
$375,134
3,150 shares@ $119.1 avg price
ICSHIshares Tr
Recent Activity
New Position
0.01%
$366,268
7,273 shares@ $50.36 avg price