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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
SRESempra
Recent Activity
New Position
0.01%
$221,948
2,970 shares@ $74.73 avg price
BRKLBrookline Bancorp Inc Del
Recent Activity
New Position
0.01%
$221,769
20,327 shares@ $10.92 avg price
VDEVanguard World Fd
Recent Activity
New Position
0.01%
$217,836
1,857 shares@ $117.31 avg price
SNASnap On Inc
Recent Activity
New Position
0.01%
$214,030
741 shares@ $288.84 avg price
KVUEKenvue Inc
Recent Activity
New Position
0.01%
$213,565
9,919 shares@ $21.54 avg price
TFIITfi Intl Inc
Recent Activity
New Position
0.01%
$212,809
1,565 shares@ $135.99 avg price
SQBlock Inc
Recent Activity
New Position
0.01%
$212,061
2,742 shares@ $77.34 avg price
BGBunge Global Sa
Recent Activity
New Position
0.01%
$204,222
2,023 shares@ $100.96 avg price
ERIIEnergy Recovery Inc
Recent Activity
New Position
0.01%
$192,639
10,225 shares@ $18.84 avg price
PGFInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$156,814
10,755 shares@ $14.59 avg price