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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
BILSpdr Ser Tr
Recent Activity
Exited
0%
$1.253M
13,652 shares@ $91.79 avg price
AIOTPowerfleet Inc
Recent Activity
Exited
0%
$1.109M
242,675 shares@ $4.58 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$962,453
43,432 shares@ $22.16 avg price
MGNIMagnite Inc
Recent Activity
Exited
0%
$772,083
58,095 shares@ $13.3 avg price
AERAercap Holdings Nv
Recent Activity
Exited
0%
$687,070
7,372 shares@ $93.2 avg price
ECVTEcovyst Inc
Recent Activity
Exited
0%
$665,601
74,203 shares@ $8.98 avg price
KNXKnight-swift Transn Hldgs In
Recent Activity
Exited
0%
$664,974
13,321 shares@ $49.92 avg price
LOBLive Oak Bancshares Inc
Recent Activity
Exited
0%
$640,546
18,270 shares@ $35.06 avg price
EBEventbrite Inc
Recent Activity
Exited
0%
$628,000
129,752 shares@ $4.85 avg price
BSVVanguard Bd Index Fds
Recent Activity
Exited
0%
$470,054
6,128 shares@ $76.71 avg price