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
$6.4B
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.22M
3
+$5.17M
4
CPRT icon
Copart
CPRT
+$5.09M
5
FTNT icon
Fortinet
FTNT
+$3.65M

Top Sells

1
+$3.76M
2
+$3.65M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.29M

Sector Composition

1 Technology 15.59%
2 Financials 11.28%
3 Healthcare 10.15%
4 Industrials 7.88%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.99M 0.05%
23,258
+3,603
277
$2.96M 0.05%
16,856
-1,915
278
$2.96M 0.05%
35,205
-11
279
$2.96M 0.05%
17,521
+13,068
280
$2.85M 0.04%
4,690
-33
281
$2.84M 0.04%
23,081
-262
282
$2.78M 0.04%
15,673
-667
283
$2.78M 0.04%
18,897
+321
284
$2.73M 0.04%
34,056
-598
285
$2.7M 0.04%
20,884
-645
286
$2.67M 0.04%
20,385
+2,058
287
$2.65M 0.04%
15,514
-250
288
$2.64M 0.04%
20,035
-287
289
$2.63M 0.04%
27,626
290
$2.62M 0.04%
14,534
+595
291
$2.56M 0.04%
37,176
-1,732
292
$2.55M 0.04%
22,748
-1,234
293
$2.53M 0.04%
15,235
-3,715
294
$2.52M 0.04%
32,256
-2,835
295
$2.52M 0.04%
28,119
-7,507
296
$2.52M 0.04%
50,165
-3,140
297
$2.49M 0.04%
9,764
+401
298
$2.47M 0.04%
25,569
-925
299
$2.47M 0.04%
15,019
-1,194
300
$2.47M 0.04%
34,424
-965
10 11
12
13 14