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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
AAPLApple Inc
Recent Activity
Decreased -0.33%
4.39%
$257.615M
1.338M shares@ $192.54 avg price
JNJJohnson & Johnson
Recent Activity
Increased 2.32%
3.49%
$204.907M
1.307M shares@ $156.74 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 8.24%
3.23%
$189.934M
505,091 shares@ $376.04 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.53%
1.63%
$95.553M
201,032 shares@ $475.32 avg price
VBVanguard Index Fds
Recent Activity
Decreased -8.21%
1.41%
$82.339M
385,971 shares@ $213.34 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 4.68%
1.39%
$81.371M
478,369 shares@ $170.11 avg price
AVGOBroadcom Inc
Recent Activity
Increased 27.04%
1.36%
$79.735M
71,431 shares@ $1116.26 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.03%
1.3%
$76.411M
502,904 shares@ $151.95 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.38%
1.16%
$67.986M
166,014 shares@ $409.52 avg price
LRCXLam Research Corp
Recent Activity
Increased 12.32%
1.04%
$61.049M
77,943 shares@ $783.26 avg price