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
251
$478K 0.02%
4,792
-643
252
$457K 0.02%
3,605
253
$448K 0.02%
5,880
+797
254
$447K 0.02%
5,146
-301
255
$434K 0.02%
7,301
256
$434K 0.02%
4,990
257
$423K 0.02%
21,536
258
$421K 0.02%
3,363
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259
$420K 0.02%
38,500
+46
260
$417K 0.02%
2,288
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261
$414K 0.02%
9,600
262
$412K 0.02%
+4,384
263
$412K 0.02%
15,661
+4,000
264
$412K 0.02%
7,004
-169
265
$410K 0.02%
5,048
-180
266
$407K 0.02%
1,357
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267
$407K 0.02%
22,293
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$394K 0.02%
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269
$391K 0.02%
7,273
-160
270
$388K 0.02%
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271
$387K 0.02%
4,727
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272
$383K 0.02%
26,556
-275
273
$381K 0.02%
5,357
-7
274
$380K 0.02%
27,794
275
$371K 0.02%
2,038
+88