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
326
$1.59M 0.03%
18,021
+229
327
$1.59M 0.03%
27,734
+373
328
$1.57M 0.03%
6,481
-473
329
$1.54M 0.03%
63,615
-47,889
330
$1.53M 0.03%
+5,168
331
$1.53M 0.03%
13,403
+735
332
$1.53M 0.03%
23,155
-260
333
$1.52M 0.03%
14,577
-1,169
334
$1.52M 0.03%
64,620
-13,030
335
$1.51M 0.03%
31,971
-43
336
$1.51M 0.03%
69,716
337
$1.51M 0.03%
24,392
-1,510
338
$1.49M 0.03%
12,798
-152
339
$1.48M 0.03%
17,639
-471
340
$1.44M 0.03%
7,855
+382
341
$1.43M 0.03%
10,190
+29
342
$1.42M 0.03%
+13,600
343
$1.41M 0.03%
14,162
344
$1.39M 0.02%
21,690
+3,630
345
$1.39M 0.02%
2,470
+90
346
$1.38M 0.02%
18,470
-2,047
347
$1.38M 0.02%
7,935
-135
348
$1.38M 0.02%
+26,616
349
$1.36M 0.02%
153,792
-12,891
350
$1.36M 0.02%
18,014
+58
12 13
14
15 16