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
$6.4B
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.22M
3
+$5.17M
4
CPRT icon
Copart
CPRT
+$5.09M
5
FTNT icon
Fortinet
FTNT
+$3.65M

Top Sells

1
+$3.76M
2
+$3.65M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.29M

Sector Composition

1 Technology 15.59%
2 Financials 11.28%
3 Healthcare 10.15%
4 Industrials 7.88%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.53M 0.02%
2,014
-412
352
$1.53M 0.02%
37,151
+604
353
$1.52M 0.02%
9,307
-218
354
$1.52M 0.02%
4,990
355
$1.52M 0.02%
27,566
+977
356
$1.51M 0.02%
98,587
-16,505
357
$1.51M 0.02%
11,467
358
$1.5M 0.02%
7,507
+80
359
$1.48M 0.02%
45,650
-80
360
$1.48M 0.02%
47,517
-3,923
361
$1.48M 0.02%
58,762
-5,877
362
$1.44M 0.02%
80,563
-22,091
363
$1.44M 0.02%
16,225
-10,418
364
$1.39M 0.02%
9,107
-675
365
$1.39M 0.02%
58,704
+1,272
366
$1.38M 0.02%
21,688
-794
367
$1.37M 0.02%
7,029
-497
368
$1.35M 0.02%
27,200
-4,300
369
$1.32M 0.02%
13,210
-2,436
370
$1.32M 0.02%
5,086
-108
371
$1.3M 0.02%
19,381
-4,518
372
$1.29M 0.02%
9,725
-202
373
$1.29M 0.02%
8,914
+905
374
$1.27M 0.02%
26,170
-1,354
375
$1.26M 0.02%
21,852
-1,243
13 14
15
16 17