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
376
$1.14M 0.02%
12,922
-4,561
377
$1.13M 0.02%
13,913
-911
378
$1.1M 0.02%
9,929
+15
379
$1.09M 0.02%
3,859
-1,840
380
$1.09M 0.02%
13,125
-680
381
$1.08M 0.02%
5,264
-3,337
382
$1.08M 0.02%
4,229
-44
383
$1.08M 0.02%
16,855
+869
384
$1.06M 0.02%
17,113
+3,373
385
$1.05M 0.02%
27,128
-164
386
$1.04M 0.02%
9,116
+700
387
$1.03M 0.02%
9,027
-34,811
388
$1.03M 0.02%
17,451
-103
389
$1.01M 0.02%
43,981
+2,784
390
$1.01M 0.02%
20,006
-553
391
$1M 0.02%
6,721
-53
392
$992K 0.02%
398
-7
393
$986K 0.02%
22,451
+37
394
$982K 0.02%
8,403
-339
395
$982K 0.02%
6,450
-810
396
$977K 0.02%
14,066
-254
397
$968K 0.02%
36,623
+146
398
$966K 0.02%
15,558
-50
399
$964K 0.02%
50,978
+1,425
400
$956K 0.02%
10,440
+116
14 15
16
17 18