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
$1.33B
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.22M
3
+$2.92M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.66M
5
BA icon
Boeing
BA
+$2.31M

Top Sells

1
+$1.97M
2
+$1.84M
3
+$1.7M
4
WFC icon
Wells Fargo
WFC
+$1.68M
5
UNP icon
Union Pacific
UNP
+$1.6M

Sector Composition

1 Industrials 11.91%
2 Energy 11.89%
3 Healthcare 10.97%
4 Financials 10.64%
5 Technology 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-5,780
302
– –
-20,000
303
– –
-3,200
9 10 11 12
13