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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.2%
0.68%
$39.454M
110,620 shares@ $356.67 avg price
PRKSUnited Parks & Resorts Inc
Recent Activity
Decreased -6.16%
0.65%
$37.679M
713,208 shares@ $52.84 avg price
GLNGGolar Lng Ltd
Recent Activity
Decreased -3.43%
0.57%
$33.313M
1.449M shares@ $23.0 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -5.46%
0.55%
$32.27M
586,946 shares@ $54.99 avg price
CATCaterpillar Inc
Recent Activity
Decreased -13.63%
0.49%
$28.386M
96,006 shares@ $295.68 avg price
IJRIshares Tr
Recent Activity
Decreased -2.09%
0.48%
$27.712M
256,001 shares@ $108.26 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.76%
0.44%
$25.486M
121,528 shares@ $209.71 avg price
MKLMarkel Group Inc
Recent Activity
Decreased -8.88%
0.43%
$25.07M
17,656 shares@ $1419.9 avg price
MSGSMadison Square Grdn Sprt Cor
Recent Activity
Decreased -0.07%
0.42%
$24.14M
132,762 shares@ $181.84 avg price
LVSLas Vegas Sands Corp
Recent Activity
Decreased -0.73%
0.41%
$23.983M
487,363 shares@ $49.22 avg price