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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
COSTCostco Whsl Corp New
Recent Activity
Increased 14.07%
0.53%
$30.602M
46,361 shares@ $660.08 avg price
ETNEaton Corp Plc
Recent Activity
Increased 29.34%
0.52%
$30.461M
126,489 shares@ $240.83 avg price
ITRIItron Inc
Recent Activity
Increased 9.34%
0.52%
$30.081M
398,372 shares@ $75.52 avg price
IRDMIridium Communications Inc
Recent Activity
Increased 0.71%
0.51%
$29.485M
716,341 shares@ $41.17 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 19.62%
0.48%
$27.79M
73,740 shares@ $376.88 avg price
CPCanadian Pacific Kansas City
Recent Activity
Increased 0.45%
0.47%
$27.435M
347,010 shares@ $79.07 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.09%
0.46%
$26.932M
45,143 shares@ $596.61 avg price
TRMBTrimble Inc
Recent Activity
Increased 2.6%
0.45%
$26.337M
495,047 shares@ $53.2 avg price
CVXChevron Corp New
Recent Activity
Increased 2.03%
0.44%
$25.5M
170,957 shares@ $149.16 avg price
RJFRaymond James Finl Inc
Recent Activity
Increased 2.15%
0.43%
$25.237M
226,342 shares@ $111.51 avg price