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
251
$3.16M 0.06%
107,210
-1,078
252
$3.12M 0.06%
20,558
+345
253
$3.12M 0.06%
33,891
-769
254
$3.1M 0.06%
22,457
+419
255
$3.09M 0.06%
58,638
+1,625
256
$3.08M 0.05%
28,464
-30,301
257
$3.04M 0.05%
41,548
-195
258
$3.03M 0.05%
59,830
-890
259
$2.99M 0.05%
26,392
-3,473
260
$2.97M 0.05%
12,662
+786
261
$2.89M 0.05%
46,414
-335
262
$2.84M 0.05%
28,190
-23
263
$2.83M 0.05%
47,409
-3,261
264
$2.81M 0.05%
53,861
-1,649
265
$2.78M 0.05%
34,454
-3,295
266
$2.77M 0.05%
13,752
+184
267
$2.76M 0.05%
25,353
-1,635
268
$2.76M 0.05%
84,300
-21,625
269
$2.75M 0.05%
24,279
+20,331
270
$2.74M 0.05%
132,342
+1,476
271
$2.74M 0.05%
18,396
+744
272
$2.66M 0.05%
10,916
-383
273
$2.63M 0.05%
68,350
+50
274
$2.54M 0.05%
7,250
-228
275
$2.53M 0.05%
35,935
-583
9 10
11
12 13