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
$2.53B
AUM Growth
+$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$5.12M
3 +$4.02M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.77M
5
VZ icon
Verizon
VZ
+$3.39M

Top Sells

1 +$7.28M
2 +$2.56M
3 +$2.04M
4
AAPL icon
Apple
AAPL
+$1.75M
5
CUBE icon
CubeSmart
CUBE
+$1.43M

Sector Composition

1 Technology 13.65%
2 Financials 11.97%
3 Healthcare 11.95%
4 Consumer Discretionary 8.14%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$270K 0.01%
+3,113
327
$268K 0.01%
4,720
+21
328
$254K 0.01%
7,717
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329
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1,400
330
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8,600
331
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332
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334
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2,909
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335
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336
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796
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337
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338
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339
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940
340
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341
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5,211
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350
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5,909
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