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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
AREAlexandria Real Estate Eq In
Recent Activity
Exited
0%
$279,451
2,389 shares@ $116.98 avg price
APHAmphenol Corp New
Recent Activity
Exited
0%
$263,147
3,906 shares@ $67.37 avg price
SWTXSpringworks Therapeutics Inc
Recent Activity
Exited
0%
$260,676
6,920 shares@ $37.67 avg price
ESSEssex Ppty Tr Inc
Recent Activity
Exited
0%
$259,951
955 shares@ $272.2 avg price
TTDThe Trade Desk Inc
Recent Activity
Exited
0%
$256,091
2,622 shares@ $97.68 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Exited
0%
$253,160
2,518 shares@ $100.55 avg price
SPOTSpotify Technology S A
Recent Activity
Exited
0%
$245,384
782 shares@ $313.8 avg price
IUSGIshares Tr
Recent Activity
Exited
0%
$241,575
1,895 shares@ $127.49 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Exited
0%
$230,713
3,471 shares@ $66.47 avg price
SLVIshares Silver Tr
Recent Activity
Exited
0%
$230,495
8,675 shares@ $26.58 avg price