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
$1.42B
AUM Growth
-$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1 +$5.41M
2 +$3.9M
3 +$3.28M
4
CB icon
Chubb
CB
+$2.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.94M

Top Sells

1 +$5.27M
2 +$4.49M
3 +$2.8M
4
LAZ icon
Lazard
LAZ
+$2.79M
5
CAT icon
Caterpillar
CAT
+$2.34M

Sector Composition

1 Financials 11.7%
2 Healthcare 11.35%
3 Industrials 10.42%
4 Technology 9.44%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$267K 0.02%
2,405
277
$265K 0.02%
5,923
278
$263K 0.02%
+2,236
279
$263K 0.02%
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280
$262K 0.02%
6,430
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281
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282
$257K 0.02%
2,481
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283
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4,732
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284
$253K 0.02%
3,020
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285
$251K 0.02%
6,000
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286
$249K 0.02%
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287
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288
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289
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290
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3,800
291
$234K 0.02%
+1,300
292
$228K 0.02%
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293
$228K 0.02%
2,163
294
$227K 0.02%
7,250
295
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296
$222K 0.02%
3,420
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297
$217K 0.02%
3,149
298
$214K 0.02%
+3,613
299
$212K 0.01%
9,100
300
$212K 0.01%
2,478
-400