PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.68B
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.9M
3
+$3.14M
4
CVX icon
Chevron
CVX
+$2.33M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.94M
2
+$2.42M
3
+$1.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
HD icon
Home Depot
HD
+$1.2M

Sector Composition

1 Financials 13.32%
2 Healthcare 11.09%
3 Industrials 10.36%
4 Technology 9.55%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$475K 0.03%
6,966
-746
227
$470K 0.03%
21,480
+90
228
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3,901
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229
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6,862
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231
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8,030
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232
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4,147
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233
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234
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236
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237
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238
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8,475
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239
$427K 0.03%
5,493
240
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241
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3,026
242
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28,692
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244
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245
$405K 0.02%
13,176
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246
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247
$399K 0.02%
10,659
+312
248
$397K 0.02%
7,524
+193
249
$394K 0.02%
14,665
250
$388K 0.02%
1,000
-140
8 9
10
11 12