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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.2%
0.68%
$39.454M
110,620 shares@ $356.67 avg price
PRKSUnited Parks & Resorts Inc
Recent Activity
Decreased -6.16%
0.65%
$37.679M
713,208 shares@ $52.84 avg price
AXPAmerican Express Co
Recent Activity
Increased 2.43%
0.62%
$36.122M
192,814 shares@ $187.35 avg price
COHRCoherent Corp
Recent Activity
Increased 16.49%
0.61%
$35.637M
818,686 shares@ $43.54 avg price
BLKBlackrock Inc
Recent Activity
Increased 1.93%
0.6%
$34.914M
43,009 shares@ $811.8 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.79%
0.59%
$34.201M
233,388 shares@ $146.54 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.25%
0.58%
$33.981M
58,295 shares@ $582.92 avg price
OSWOnespaworld Holdings Limited
Recent Activity
Increased 3.61%
0.57%
$33.487M
2.375M shares@ $14.11 avg price
GLNGGolar Lng Ltd
Recent Activity
Decreased -3.43%
0.57%
$33.313M
1.449M shares@ $23.0 avg price
BACBank America Corp
Recent Activity
Increased 1.7%
0.57%
$33.155M
984,690 shares@ $33.67 avg price