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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
SESea Ltd
Recent Activity
Exited
0%
$432,820
6,060 shares@ $71.43 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$429,862
3,117 shares@ $137.91 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$401,395
12,025 shares@ $33.39 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$380,397
2,529 shares@ $150.42 avg price
EXPEExpedia Group Inc
Recent Activity
Exited
0%
$379,356
3,011 shares@ $126.0 avg price
GATXGatx Corp
Recent Activity
Exited
0%
$317,664
2,400 shares@ $132.36 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$302,675
1,563 shares@ $193.66 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$295,898
5,602 shares@ $52.83 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
Exited
0%
$289,881
910 shares@ $318.56 avg price
SOFISofi Technologies Inc
Recent Activity
Exited
0%
$287,376
43,476 shares@ $6.61 avg price