PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.07B
1-Year Est. Return 14.66%
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$12.1M
3 +$3.58M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.63M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.95M

Top Sells

1 +$15.9M
2 +$4.71M
3 +$2.38M
4
VVC
Vectren Corporation
VVC
+$2M
5
XOM icon
Exxon Mobil
XOM
+$1.42M

Sector Composition

1 Financials 13.86%
2 Healthcare 11.1%
3 Industrials 10.05%
4 Technology 8.97%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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18,806
-10,935
227
$488K 0.03%
4,491
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228
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249
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2,849
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250
$418K 0.02%
28,692