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
$6.94B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$7.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.93M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.51M

Top Sells

1
+$8.18M
2
+$5.02M
3
+$4.22M
4
GS icon
Goldman Sachs
GS
+$3.82M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.64M

Sector Composition

1 Technology 16.52%
2 Financials 11.13%
3 Healthcare 9.58%
4 Industrials 7.55%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.9M 0.06%
107,336
+2,067
252
$3.87M 0.06%
20,160
-654
253
$3.84M 0.06%
4,155
-2,342
254
$3.82M 0.06%
27,366
+2,266
255
$3.76M 0.05%
80,450
+15,620
256
$3.76M 0.05%
82,301
+552
257
$3.74M 0.05%
12,662
-85
258
$3.69M 0.05%
59,502
+6,863
259
$3.69M 0.05%
64,538
-2,127
260
$3.62M 0.05%
71,243
-7,898
261
$3.6M 0.05%
80,404
262
$3.59M 0.05%
56,968
-11,064
263
$3.55M 0.05%
61,903
-2,259
264
$3.54M 0.05%
22,015
-214
265
$3.53M 0.05%
39,087
+1,568
266
$3.5M 0.05%
91,935
-2,847
267
$3.49M 0.05%
61,758
-7,837
268
$3.46M 0.05%
55,205
-3,776
269
$3.46M 0.05%
65,633
-4,875
270
$3.45M 0.05%
22,735
-780
271
$3.44M 0.05%
19,069
-462
272
$3.42M 0.05%
20,238
-555
273
$3.4M 0.05%
10,806
-9
274
$3.36M 0.05%
21,707
-1,151
275
$3.35M 0.05%
28,156
+4,122
9 10
11
12 13