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
276
$370K 0.02%
5,680
-469
277
$370K 0.02%
4,618
278
$369K 0.02%
13,365
279
$361K 0.02%
9,100
280
$358K 0.02%
9,901
-1,625
281
$349K 0.02%
2,863
282
$346K 0.02%
3,000
+384
283
$343K 0.02%
3,377
284
$340K 0.02%
3,374
+299
285
$329K 0.01%
7,428
-1,470
286
$327K 0.01%
1,260
287
$322K 0.01%
1,308
288
$320K 0.01%
183
+22
289
$320K 0.01%
10,869
290
$319K 0.01%
8,794
-1,362
291
$315K 0.01%
+3,376
292
$314K 0.01%
4,953
-397
293
$302K 0.01%
2,656
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294
$299K 0.01%
1,832
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295
$294K 0.01%
6,924
-1,000
296
$284K 0.01%
+1,500
297
$280K 0.01%
8,500
298
$278K 0.01%
2,350
-143
299
$277K 0.01%
2,539
300
$276K 0.01%
6,678