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
351
$1.33M 0.02%
29,783
-520
352
$1.32M 0.02%
12,087
-286
353
$1.31M 0.02%
30,966
+926
354
$1.28M 0.02%
31,359
-637
355
$1.27M 0.02%
5,015
356
$1.27M 0.02%
9,111
+2,641
357
$1.27M 0.02%
+2,351
358
$1.27M 0.02%
11,039
+881
359
$1.26M 0.02%
4,738
-7
360
$1.26M 0.02%
8,067
-438
361
$1.23M 0.02%
8,299
-32
362
$1.23M 0.02%
45,490
+7,120
363
$1.23M 0.02%
27,000
+700
364
$1.21M 0.02%
6,426
-177
365
$1.2M 0.02%
24,539
+2,960
366
$1.19M 0.02%
18,450
367
$1.18M 0.02%
5,369
-830
368
$1.18M 0.02%
44,200
-300
369
$1.17M 0.02%
68,980
370
$1.17M 0.02%
72,951
371
$1.16M 0.02%
7,844
-688
372
$1.16M 0.02%
25,407
+2,803
373
$1.15M 0.02%
14,262
+4,048
374
$1.15M 0.02%
34,727
-1,656
375
$1.14M 0.02%
20,099
-1,777
13 14
15
16 17