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
$6.94B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$7.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.93M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.51M

Top Sells

1
+$8.18M
2
+$5.02M
3
+$4.22M
4
GS icon
Goldman Sachs
GS
+$3.82M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.64M

Sector Composition

1 Technology 16.52%
2 Financials 11.13%
3 Healthcare 9.58%
4 Industrials 7.55%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.59M 0.02%
45,481
-1,994
352
$1.56M 0.02%
53,519
-2,668
353
$1.56M 0.02%
24,337
-1,062
354
$1.54M 0.02%
10,301
-366
355
$1.53M 0.02%
33,319
356
$1.51M 0.02%
7,667
-574
357
$1.51M 0.02%
75,247
-5,665
358
$1.51M 0.02%
9,725
359
$1.51M 0.02%
26,170
360
$1.49M 0.02%
18,220
-2,630
361
$1.45M 0.02%
8,904
-283
362
$1.44M 0.02%
72,951
363
$1.4M 0.02%
11,426
-41
364
$1.37M 0.02%
8,428
-1,120
365
$1.36M 0.02%
4,176
+1
366
$1.36M 0.02%
13,102
+411
367
$1.35M 0.02%
6,047
+27
368
$1.33M 0.02%
42,499
-11,077
369
$1.33M 0.02%
13,144
-2,644
370
$1.32M 0.02%
21,420
-295
371
$1.3M 0.02%
16,995
+375
372
$1.29M 0.02%
24,075
-3,251
373
$1.28M 0.02%
9,569
+1,666
374
$1.25M 0.02%
11,159
-1,620
375
$1.24M 0.02%
10,219
-6,135
13 14
15
16 17