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
276
$2.52M 0.04%
81,996
+137
277
$2.5M 0.04%
70,891
-820
278
$2.43M 0.04%
59,940
-516
279
$2.42M 0.04%
25,606
-497
280
$2.42M 0.04%
5,485
+970
281
$2.38M 0.04%
90,237
+81
282
$2.37M 0.04%
137,274
-1,110
283
$2.35M 0.04%
254,796
+37,809
284
$2.31M 0.04%
32,324
+410
285
$2.29M 0.04%
5,138
-113
286
$2.27M 0.04%
39,344
+17,700
287
$2.26M 0.04%
17,110
-4,250
288
$2.25M 0.04%
45,790
+3,360
289
$2.25M 0.04%
63,272
+15,346
290
$2.23M 0.04%
24,673
-2,406
291
$2.23M 0.04%
13,747
+11,520
292
$2.22M 0.04%
61,932
-121
293
$2.21M 0.04%
100,840
+2,538
294
$2.2M 0.04%
85,643
+35,533
295
$2.18M 0.04%
22,897
+1,609
296
$2.17M 0.04%
9,561
-6,058
297
$2.17M 0.04%
19,147
+69
298
$2.16M 0.04%
42,346
-1,070
299
$2.16M 0.04%
23,666
300
$2.16M 0.04%
37,476
-1,379
10 11
12
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