PGFC
Peapack-Gladstone Financial Corp Portfolio holdings
AUM
$7.07B
1-Year Return
14.66%
This Quarter Return
+6.79%
1 Year Return
+14.66%
3 Year Return
+59.26%
5 Year Return
+116.47%
10 Year Return
+239.58%
AUM
$1.42B
AUM Growth
+$89.4M
(+6.7%)
Cap. Flow
+$9.13M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
21.94%
Holding
343
New
25
Increased
124
Reduced
123
Closed
8
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$9.49M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$6.34M |
| 3 |
PayPal
PYPL
|
$3.53M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.45M |
| 5 |
AT&T
T
|
$3.02M |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$5.32M |
| 2 |
Schlumberger
SLB
|
$4.14M |
| 3 |
eBay
EBAY
|
$3.28M |
| 4 |
Verizon
VZ
|
$3.26M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$3.17M |
Sector Composition
| 1 | Financials | 12.86% |
| 2 | Healthcare | 11.33% |
| 3 | Industrials | 10.43% |
| 4 | Technology | 8.94% |
| 5 | Consumer Discretionary | 8.06% |
