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
$1.85B
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.62M
3
+$3.44M
4
META icon
Meta Platforms (Facebook)
META
+$3.17M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$4.11M
2
+$2.73M
3
+$2.06M
4
UNP icon
Union Pacific
UNP
+$1.72M
5
LHX icon
L3Harris
LHX
+$1.34M

Sector Composition

1 Financials 14.38%
2 Healthcare 10.26%
3 Technology 10.11%
4 Industrials 9.58%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$265K 0.01%
1,567
+102
302
$262K 0.01%
+3,136
303
$255K 0.01%
3,535
304
$254K 0.01%
3,471
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305
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306
$246K 0.01%
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307
$246K 0.01%
2,431
308
$246K 0.01%
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309
$244K 0.01%
2,003
310
$241K 0.01%
4,001
311
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312
$239K 0.01%
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313
$235K 0.01%
+2,237
314
$235K 0.01%
6,458
-270
315
$232K 0.01%
3,000
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316
$231K 0.01%
6,659
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317
$231K 0.01%
4,240
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$230K 0.01%
2,401
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$229K 0.01%
6,600
320
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7,501
321
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1,700
322
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1,400
323
$218K 0.01%
2,574
324
$218K 0.01%
1,299
+143
325
$213K 0.01%
8,914
+940
10 11 12
13
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