PGFC
Peapack-Gladstone Financial Corp Portfolio holdings
AUM
$7.07B
1-Year Return
14.66%
This Quarter Return
-11.91%
1 Year Return
+14.66%
3 Year Return
+59.26%
5 Year Return
+116.47%
10 Year Return
+239.58%
AUM
$4.37B
AUM Growth
-$730M
(-14%)
Cap. Flow
-$54.6M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
21.59%
Holding
709
New
16
Increased
209
Reduced
329
Closed
56
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$5.62M |
| 2 |
Cigna
CI
|
+$4.2M |
| 3 |
Edwards Lifesciences
EW
|
+$2.97M |
| 4 |
Generac Holdings
GNRC
|
+$2.82M |
| 5 |
Hershey
HSY
|
+$2.39M |
Top Sells
| 1 |
Comcast
CMCSA
|
+$6.98M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
+$6.25M |
| 3 |
Qualcomm
QCOM
|
+$5.77M |
| 4 |
Apple
AAPL
|
+$4.89M |
| 5 |
Microsoft
MSFT
|
+$3.65M |
Sector Composition
| 1 | Financials | 14.62% |
| 2 | Technology | 14.03% |
| 3 | Healthcare | 12.87% |
| 4 | Industrials | 7.35% |
| 5 | Consumer Staples | 7.19% |
