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
$1.62B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.9M
3
+$3.14M
4
CVX icon
Chevron
CVX
+$2.33M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.94M
2
+$2.42M
3
+$1.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
HD icon
Home Depot
HD
+$1.2M

Sector Composition

1 Financials 13.32%
2 Healthcare 11.09%
3 Industrials 10.36%
4 Technology 9.55%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$243K 0.01%
2,000
-500
302
$240K 0.01%
3,126
+167
303
$240K 0.01%
4,396
+487
304
$233K 0.01%
9,000
-1,000
305
$231K 0.01%
+5,520
306
$231K 0.01%
2,800
307
$230K 0.01%
+16,741
308
$226K 0.01%
3,780
309
$224K 0.01%
4,173
310
$224K 0.01%
3,593
+2
311
$224K 0.01%
3,750
312
$223K 0.01%
16,173
313
$221K 0.01%
6,262
+393
314
$218K 0.01%
4,001
315
$217K 0.01%
9,100
316
$216K 0.01%
+2,624
317
$216K 0.01%
18,268
318
$215K 0.01%
6,600
319
$213K 0.01%
1,241
-28
320
$213K 0.01%
5,351
-3,720
321
$212K 0.01%
15,925
+2,687
322
$207K 0.01%
+4,505
323
$206K 0.01%
+6,366
324
$205K 0.01%
1,700
325
$205K 0.01%
3,535
10 11 12
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