PGFC
Peapack-Gladstone Financial Corp Portfolio holdings
AUM
$7.07B
1-Year Return
14.66%
This Quarter Return
+12.82%
1 Year Return
+14.66%
3 Year Return
+59.26%
5 Year Return
+116.47%
10 Year Return
+239.58%
AUM
$2.21B
AUM Growth
+$256M
(+13%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
22.95%
Holding
350
New
21
Increased
117
Reduced
146
Closed
7
Top Buys
| 1 |
Walt Disney
DIS
|
$4.7M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.57M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$3.88M |
| 4 |
AT&T
T
|
$3.75M |
| 5 |
Danaher
DHR
|
$2.6M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.18M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$3.34M |
| 3 |
CELG
Celgene Corp
CELG
|
$2.22M |
| 4 |
Apple
AAPL
|
$1.64M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.62M |
Sector Composition
| 1 | Financials | 12.94% |
| 2 | Healthcare | 11.72% |
| 3 | Technology | 10.57% |
| 4 | Industrials | 10.04% |
| 5 | Consumer Discretionary | 8.41% |
