PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.94B
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
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
+$4.27M
2
+$3.74M
3
+$3.13M
4
CVX icon
Chevron
CVX
+$2.43M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.45M

Top Sells

1
+$2.81M
2
+$2.36M
3
+$2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.25M
5
HD icon
Home Depot
HD
+$1.16M

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
326
$201K 0.01%
+4,237
327
$200K 0.01%
+2,100
328
$182K 0.01%
+31,517
329
$61.7K ﹤0.01%
11,388
330
– –
-149
331
– –
-18,310
332
– –
-1,698
333
– –
-5,661
334
– –
-9,014
10 11 12 13
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