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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
AMBAAmbarella Inc
Recent Activity
Decreased -22.77%
0.4%
$22.995M
375,187 shares@ $61.29 avg price
LASRNlight Inc
Recent Activity
Decreased -16.17%
0.39%
$22.867M
1.694M shares@ $13.51 avg price
CGNXCognex Corp
Recent Activity
Decreased -14.75%
0.37%
$21.559M
516,506 shares@ $41.75 avg price
IBMInternational Business Machs
Recent Activity
Decreased -16.54%
0.37%
$21.441M
131,097 shares@ $163.56 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -7.28%
0.37%
$21.214M
212,184 shares@ $99.99 avg price
WMTWalmart Inc
Recent Activity
Decreased -65.34%
0.35%
$20.252M
128,464 shares@ $157.66 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.98%
0.35%
$20.059M
238,397 shares@ $84.14 avg price
MANUManchester Utd Plc New
Recent Activity
Decreased -28.7%
0.34%
$19.637M
963,561 shares@ $20.39 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -19.54%
0.33%
$19.102M
141,935 shares@ $134.58 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -13.61%
0.32%
$18.625M
118,031 shares@ $157.8 avg price