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
VVisa Inc Recent Activity Increased 1.82%	0.94%	$54.879M 210,789 shares@ $260.36 avg price	Increased 1.82%
HDHome Depot Inc Recent Activity Increased 3.27%	0.89%	$52.01M 150,079 shares@ $346.56 avg price	Increased 3.27%
GOOGLAlphabet Inc Recent Activity Increased 1.68%	0.89%	$51.874M 371,350 shares@ $139.69 avg price	Increased 1.68%
MRKMerck & Co Inc Recent Activity Increased 2.89%	0.88%	$51.683M 474,065 shares@ $109.02 avg price	Increased 2.89%
VTIVanguard Index Fds Recent Activity Increased 0.59%	0.88%	$51.229M 215,957 shares@ $237.22 avg price	Increased 0.59%
RCLRoyal Caribbean Group Recent Activity Increased 0.93%	0.78%	$45.733M 353,175 shares@ $129.49 avg price	Increased 0.93%
QRVOQorvo Inc Recent Activity Increased 2.51%	0.76%	$44.542M 395,546 shares@ $112.61 avg price	Increased 2.51%
MSMorgan Stanley Recent Activity Increased 4.25%	0.75%	$43.994M 471,784 shares@ $93.25 avg price	Increased 4.25%
BYDBoyd Gaming Corp Recent Activity Increased 2.44%	0.73%	$42.523M 679,178 shares@ $62.61 avg price	Increased 2.44%
CSCOCisco Sys Inc Recent Activity Increased 7.93%	0.69%	$40.298M 797,674 shares@ $50.52 avg price	Increased 7.93%