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
$6.51B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.65M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.64M

Top Sells

1
+$8.9M
2
+$6.95M
3
+$3.53M
4
AAPL icon
Apple
AAPL
+$3.27M
5
ORCL icon
Oracle
ORCL
+$3.02M

Sector Composition

1 Technology 17.03%
2 Financials 10.73%
3 Healthcare 9.66%
4 Industrials 7.52%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.53M 0.02%
15,788
-5,872
352
$1.52M 0.02%
1,937
-77
353
$1.5M 0.02%
+44,330
354
$1.49M 0.02%
56,187
-2,575
355
$1.48M 0.02%
10,667
+1
356
$1.46M 0.02%
11,467
357
$1.44M 0.02%
7,029
358
$1.44M 0.02%
9,116
359
$1.42M 0.02%
80,912
+349
360
$1.42M 0.02%
33,319
-3,832
361
$1.41M 0.02%
14,809
-1,416
362
$1.41M 0.02%
21,715
+27
363
$1.4M 0.02%
27,346
-220
364
$1.33M 0.02%
9,427
+120
365
$1.33M 0.02%
9,725
366
$1.3M 0.02%
47,475
-42
367
$1.3M 0.02%
25,399
-39
368
$1.29M 0.02%
4,175
369
$1.28M 0.02%
18,307
+2,850
370
$1.27M 0.02%
26,170
371
$1.27M 0.02%
6,020
-37
372
$1.25M 0.02%
9,187
+80
373
$1.25M 0.02%
12,779
-431
374
$1.24M 0.02%
16,216
-10,000
375
$1.2M 0.02%
19,890
-37,570
13 14
15
16 17