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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
IJHIshares Tr
Recent Activity
Decreased -79.7%
0.31%
$17.713M
63,912 shares@ $277.15 avg price
AMGNAmgen Inc
Recent Activity
Decreased -5.5%
0.28%
$16.289M
56,555 shares@ $288.03 avg price
RHIRobert Half Inc.
Recent Activity
Decreased -2.81%
0.28%
$16.269M
185,040 shares@ $87.93 avg price
VVVanguard Index Fds
Recent Activity
Decreased -0.01%
0.28%
$16.067M
73,651 shares@ $218.16 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -14.68%
0.27%
$15.608M
212,214 shares@ $73.56 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.53%
0.27%
$15.602M
172,796 shares@ $90.3 avg price
TSLATesla Inc
Recent Activity
Decreased -0.67%
0.26%
$15.191M
61,136 shares@ $248.49 avg price
NEENextera Energy Inc
Recent Activity
Decreased -8.09%
0.25%
$14.633M
240,919 shares@ $60.75 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -3.12%
0.25%
$14.238M
264,457 shares@ $53.84 avg price
IWMIshares Tr
Recent Activity
Decreased -0.04%
0.24%
$13.662M
68,069 shares@ $200.72 avg price