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
$1.43B
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.13M
3
+$1.91M
4
RTX icon
RTX Corp
RTX
+$1.69M
5
DD icon
DuPont de Nemours
DD
+$1.69M

Top Sells

1
+$3.65M
2
+$3.05M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
PG icon
Procter & Gamble
PG
+$1.96M

Sector Composition

1 Financials 11.65%
2 Healthcare 11.34%
3 Industrials 10.9%
4 Technology 9.21%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$343K 0.02%
7,955
-215
252
$339K 0.02%
31,182
-9,000
253
$339K 0.02%
8,360
+20
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$339K 0.02%
4,755
255
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256
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4,169
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257
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-8,176
258
$333K 0.02%
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259
$327K 0.02%
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260
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11,750
261
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262
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265
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22,223
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272
$287K 0.02%
14,530
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273
$285K 0.02%
19,920
274
$283K 0.02%
9,600
-707
275
$282K 0.02%
4,360
+923
9 10
11
12 13