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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
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.8%
0.57%
$33.052M
65,142 shares@ $507.38 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -5.46%
0.55%
$32.27M
586,946 shares@ $54.99 avg price
CMCSAComcast Corp New
Recent Activity
Increased 20.68%
0.55%
$32.155M
733,299 shares@ $43.86 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.34%
0.53%
$30.772M
63,579 shares@ $484.01 avg price
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
CATCaterpillar Inc
Recent Activity
Decreased -13.63%
0.49%
$28.386M
96,006 shares@ $295.68 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 19.62%
0.48%
$27.79M
73,740 shares@ $376.88 avg price