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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
REGNRegeneron Pharmaceuticals
Recent Activity
Increased 0.93%
1.01%
$58.815M
66,965 shares@ $878.3 avg price
IVVIshares Tr
Recent Activity
Decreased -4.21%
1%
$58.617M
122,726 shares@ $477.63 avg price
XYLXylem Inc
Recent Activity
Increased 3.23%
0.99%
$57.752M
505,001 shares@ $114.36 avg price
GOOGAlphabet Inc
Recent Activity
Increased 3.71%
0.98%
$57.623M
408,873 shares@ $140.94 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
VVisa Inc
Recent Activity
Increased 1.82%
0.94%
$54.879M
210,789 shares@ $260.36 avg price
HDHome Depot Inc
Recent Activity
Increased 3.27%
0.89%
$52.01M
150,079 shares@ $346.56 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.68%
0.89%
$51.874M
371,350 shares@ $139.69 avg price
MRKMerck & Co Inc
Recent Activity
Increased 2.89%
0.88%
$51.683M
474,065 shares@ $109.02 avg price