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
276
$290K 0.02%
18,907
+2,000
277
$289K 0.02%
1,895
+296
278
$288K 0.02%
10,869
279
$288K 0.02%
5,824
280
$287K 0.02%
2,163
281
$283K 0.02%
9,997
282
$281K 0.02%
1,700
283
$280K 0.02%
+5,876
284
$279K 0.02%
4,661
-50
285
$279K 0.02%
3,754
286
$277K 0.02%
5,622
+200
287
$276K 0.02%
3,456
+33
288
$274K 0.02%
2,373
+208
289
$270K 0.02%
8,811
-2,879
290
$269K 0.02%
3,383
+122
291
$264K 0.02%
33,440
292
$262K 0.02%
6,217
293
$261K 0.02%
1,099
294
$261K 0.02%
2,669
295
$254K 0.02%
3,095
+45
296
$253K 0.02%
2,970
297
$253K 0.02%
1,475
-300
298
$251K 0.02%
3,962
+377
299
$251K 0.02%
5,028
+218
300
$246K 0.02%
12,951
-300
10 11
12
13 14