PGFC
Peapack-Gladstone Financial Corp Portfolio holdings
AUM
$7.07B
1-Year Return
14.66%
This Quarter Return
+3.09%
1 Year Return
+14.66%
3 Year Return
+59.26%
5 Year Return
+116.47%
10 Year Return
+239.58%
AUM
$1.5B
AUM Growth
+$46.7M
(+3.2%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
22.02%
Holding
328
New
15
Increased
118
Reduced
109
Closed
5
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.78M |
| 2 |
Bristol-Myers Squibb
BMY
|
$2.44M |
| 3 |
Boeing
BA
|
$1.92M |
| 4 |
IBM
IBM
|
$1.45M |
| 5 |
JPMorgan Chase
JPM
|
$1.39M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$3.4M |
| 2 |
iShares Biotechnology ETF
IBB
|
$3.16M |
| 3 |
Danaher
DHR
|
$1.59M |
| 4 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.31M |
| 5 |
Walt Disney
DIS
|
$1.17M |
Sector Composition
| 1 | Financials | 12.24% |
| 2 | Healthcare | 11.45% |
| 3 | Industrials | 10.41% |
| 4 | Technology | 9.63% |
| 5 | Consumer Discretionary | 7.81% |