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
251
$384K 0.02%
4,707
-200
252
$381K 0.02%
3,208
+67
253
$378K 0.02%
2,883
254
$377K 0.02%
7,301
255
$366K 0.02%
8,500
256
$362K 0.02%
2,762
+56
257
$360K 0.02%
10,580
+428
258
$358K 0.02%
9,207
+1,038
259
$350K 0.02%
4,216
260
$346K 0.02%
9,100
-186
261
$342K 0.02%
13,336
+1,701
262
$342K 0.02%
9,756
263
$340K 0.02%
3,114
-100
264
$336K 0.02%
9,600
265
$334K 0.02%
2,021
+670
266
$333K 0.02%
3,720
267
$330K 0.02%
11,189
+189
268
$329K 0.02%
+4,854
269
$321K 0.02%
2,350
270
$320K 0.02%
4,829
+1,425
271
$314K 0.02%
5,294
+93
272
$311K 0.02%
3,850
273
$298K 0.02%
5,991
-209
274
$294K 0.02%
3,392
275
$293K 0.02%
+6,136
9 10
11
12 13