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
$5.61B
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.8M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$13.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M

Top Sells

1
+$9.93M
2
+$8.84M
3
+$7.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
XOM icon
Exxon Mobil
XOM
+$4.87M

Sector Composition

1 Technology 16.29%
2 Healthcare 10.56%
3 Financials 10.38%
4 Industrials 7.5%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.14M 0.04%
22,085
+388
302
$2.1M 0.04%
57,649
-2,594
303
$2.1M 0.04%
13,322
-7,040
304
$2.08M 0.04%
87,628
+2,588
305
$2.02M 0.04%
81,632
306
$1.98M 0.04%
60,409
+11,641
307
$1.85M 0.03%
54,991
-7,409
308
$1.85M 0.03%
+9,358
309
$1.84M 0.03%
52,587
-1,376
310
$1.79M 0.03%
30,076
+1,403
311
$1.78M 0.03%
13,651
+809
312
$1.78M 0.03%
28,448
-3,400
313
$1.78M 0.03%
26,977
-722
314
$1.77M 0.03%
21,052
+6,337
315
$1.75M 0.03%
8,646
+13
316
$1.75M 0.03%
21,309
-1,548
317
$1.73M 0.03%
22,455
-10,685
318
$1.73M 0.03%
14,742
+1
319
$1.71M 0.03%
69,291
+2,963
320
$1.69M 0.03%
2,349
+20
321
$1.67M 0.03%
11,760
+636
322
$1.66M 0.03%
10,407
+965
323
$1.65M 0.03%
41,652
-1,870
324
$1.64M 0.03%
97,901
+267
325
$1.6M 0.03%
13,174
-154
11 12
13
14 15