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
$2.21B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$4.57M
3 +$3.88M
4
T icon
AT&T
T
+$3.75M
5
DHR icon
Danaher
DHR
+$2.6M

Top Sells

1 +$6.18M
2 +$3.34M
3 +$2.22M
4
AAPL icon
Apple
AAPL
+$1.64M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$662K 0.03%
2,307
-13
227
$651K 0.03%
7,208
+2,515
228
$651K 0.03%
23,917
229
$626K 0.03%
13,750
230
$620K 0.03%
24,126
-8,259
231
$618K 0.03%
6,924
232
$614K 0.03%
17,210
+1,670
233
$613K 0.03%
3,811
-464
234
$608K 0.03%
5,650
-844
235
$606K 0.03%
14,112
-259
236
$599K 0.03%
3,406
+12
237
$591K 0.03%
5,231
-254
238
$569K 0.03%
7,058
+294
239
$555K 0.03%
3,502
+100
240
$546K 0.02%
8,765
-513
241
$543K 0.02%
5,206
+63
242
$521K 0.02%
3,330
-1,053
243
$502K 0.02%
1,223
+90
244
$501K 0.02%
2,127
+90
245
$500K 0.02%
15,411
-1,441
246
$496K 0.02%
5,285
+89
247
$491K 0.02%
4,660
248
$488K 0.02%
9,668
249
$486K 0.02%
4,229
+440
250
$481K 0.02%
14,151
-4,723