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
$5.61B
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.8M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$13.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M

Top Sells

1
+$9.93M
2
+$8.84M
3
+$7.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
XOM icon
Exxon Mobil
XOM
+$4.87M

Sector Composition

1 Technology 16.29%
2 Healthcare 10.56%
3 Financials 10.38%
4 Industrials 7.5%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.07M 0.07%
52,803
-1,087
227
$3.99M 0.07%
207,924
+66,000
228
$3.85M 0.07%
64,357
+615
229
$3.84M 0.07%
70,519
-21,890
230
$3.83M 0.07%
24,576
-3,827
231
$3.83M 0.07%
47,318
-252
232
$3.79M 0.07%
97,598
-2,983
233
$3.78M 0.07%
73,835
-7,655
234
$3.75M 0.07%
32,499
+545
235
$3.72M 0.07%
195,088
-24,955
236
$3.71M 0.07%
37,933
-17,459
237
$3.71M 0.07%
65,309
+164
238
$3.66M 0.07%
209,922
+4,611
239
$3.54M 0.06%
23,255
+1,095
240
$3.52M 0.06%
8,249
+18
241
$3.46M 0.06%
79,654
-203,105
242
$3.43M 0.06%
131,599
+14,156
243
$3.43M 0.06%
19,744
+12,624
244
$3.4M 0.06%
79,661
-1,963
245
$3.27M 0.06%
220,062
-6,290
246
$3.23M 0.06%
30,292
+8,869
247
$3.21M 0.06%
45,937
+1,462
248
$3.2M 0.06%
98,097
-7,017
249
$3.2M 0.06%
68,091
+1,890
250
$3.17M 0.06%
27,815
+1,749
8 9
10
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