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
$6.51B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.65M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.64M

Top Sells

1
+$8.9M
2
+$6.95M
3
+$3.53M
4
AAPL icon
Apple
AAPL
+$3.27M
5
ORCL icon
Oracle
ORCL
+$3.02M

Sector Composition

1 Technology 17.03%
2 Financials 10.73%
3 Healthcare 9.66%
4 Industrials 7.52%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.04M 0.05%
22,229
-87
277
$3.04M 0.05%
19,531
+634
278
$3.02M 0.05%
66,285
-6,278
279
$3.01M 0.05%
52,639
+24,791
280
$2.96M 0.05%
17,490
+6,370
281
$2.91M 0.04%
64,830
+13,080
282
$2.91M 0.04%
37,519
+3,095
283
$2.91M 0.04%
11,157
+1,424
284
$2.88M 0.04%
20,192
+157
285
$2.88M 0.04%
20,816
-68
286
$2.81M 0.04%
34,599
-606
287
$2.81M 0.04%
4,158
-532
288
$2.77M 0.04%
35,154
-78
289
$2.74M 0.04%
41,376
-3,011
290
$2.71M 0.04%
57,102
+28
291
$2.69M 0.04%
22,202
-879
292
$2.68M 0.04%
32,823
-1,233
293
$2.67M 0.04%
25,118
-451
294
$2.65M 0.04%
80,170
+34,520
295
$2.6M 0.04%
27,626
296
$2.6M 0.04%
47,273
-2,892
297
$2.52M 0.04%
15,541
+1,007
298
$2.52M 0.04%
37,764
+588
299
$2.51M 0.04%
8,124
+1,622
300
$2.44M 0.04%
84,027
+1,335
10 11
12
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