PGFC
Peapack-Gladstone Financial Corp Portfolio holdings
AUM
$7.07B
1-Year Return
14.66%
This Quarter Return
-0.13%
1 Year Return
+14.66%
3 Year Return
+59.26%
5 Year Return
+116.47%
10 Year Return
+239.58%
AUM
$1.34B
AUM Growth
+$5.9M
(+0.44%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
22.84%
Holding
300
New
8
Increased
110
Reduced
117
Closed
5
Top Buys
| 1 |
TJX Companies
TJX
|
$6.15M |
| 2 |
Jacobs Solutions
J
|
$2.65M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.76M |
| 4 |
WFT
Weatherford International plc
WFT
|
$1.41M |
| 5 |
Devon Energy
DVN
|
$1.21M |
Top Sells
| 1 |
Danaher
DHR
|
$4.58M |
| 2 |
Union Pacific
UNP
|
$2.15M |
| 3 |
Caterpillar
CAT
|
$786K |
| 4 |
Exxon Mobil
XOM
|
$771K |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$678K |
Sector Composition
| 1 | Industrials | 11.72% |
| 2 | Energy | 11% |
| 3 | Healthcare | 10.91% |
| 4 | Financials | 10.63% |
| 5 | Technology | 9.69% |
