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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
QLTY2023 Etf Series Trust Ii
Recent Activity
Exited
0%
$25.426M
819,660 shares@ $31.02 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$8.677M
391,716 shares@ $22.15 avg price
RMDResmed Inc
Recent Activity
Exited
0%
$7.028M
36,716 shares@ $191.43 avg price
NTLAIntellia Therapeutics Inc
Recent Activity
Exited
0%
$5.619M
251,078 shares@ $22.39 avg price
BCYCBicycle Therapeutics Plc
Recent Activity
Exited
0%
$4.898M
242,001 shares@ $20.24 avg price
UECUranium Energy Corp
Recent Activity
Exited
0%
$4.654M
774,399 shares@ $6.02 avg price
INCYIncyte Corp
Recent Activity
Exited
0%
$3.794M
62,579 shares@ $60.63 avg price
TREXTrex Co Inc
Recent Activity
Exited
0%
$2.965M
40,000 shares@ $74.12 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$2.091M
41,598 shares@ $50.26 avg price
GEVGe Vernova Inc
Recent Activity
Exited
0%
$1.656M
9,654 shares@ $171.52 avg price