Scott M. Brown

@Pinnacle Associates Ltd

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$5.881B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GAMGeneral Amern Invs Co Inc Recent Activity New Position	0.01%	$338,231 7,875 shares@ $42.95 avg price	New Position
WBAWalgreens Boots Alliance Inc Recent Activity New Position	0.01%	$324,338 12,422 shares@ $26.11 avg price	New Position
TXNMTxnm Energy Inc Recent Activity New Position	0.01%	$316,160 7,600 shares@ $41.6 avg price	New Position
ERICTelefonaktiebolaget Lm Erics Recent Activity New Position	0.01%	$301,505 47,858 shares@ $6.3 avg price	New Position
ADSKAutodesk Inc Recent Activity New Position	0.01%	$271,724 1,116 shares@ $243.49 avg price	New Position
BXPBxp Inc Recent Activity New Position	0.01%	$268,330 3,824 shares@ $70.17 avg price	New Position
INFLListed Fd Tr Recent Activity New Position	0.01%	$264,348 8,400 shares@ $31.47 avg price	New Position
GGGGraco Inc Recent Activity New Position	0.01%	$262,197 3,022 shares@ $86.77 avg price	New Position
DRIDarden Restaurants Inc Recent Activity New Position	0.01%	$259,923 1,582 shares@ $164.31 avg price	New Position
RUNSunrun Inc Recent Activity New Position	0.01%	$254,621 12,971 shares@ $19.64 avg price	New Position