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
376
$1.26M 0.02%
9,865
+1,379
377
$1.25M 0.02%
4,175
378
$1.25M 0.02%
6,057
-28
379
$1.21M 0.02%
384
-3
380
$1.19M 0.02%
72,951
381
$1.18M 0.02%
31,520
-575
382
$1.18M 0.02%
9,116
383
$1.11M 0.02%
25,438
-1,874
384
$1.09M 0.02%
+15,457
385
$1.08M 0.02%
23,895
-2,498
386
$1.08M 0.02%
9,942
+9
387
$1.07M 0.02%
44,200
388
$1.07M 0.02%
16,772
-431
389
$1.05M 0.02%
12,089
-169
390
$1.05M 0.02%
5,469
+496
391
$1.04M 0.02%
10,970
-645
392
$1.03M 0.02%
3,960
-56
393
$1.03M 0.02%
5,438
-189
394
$1.02M 0.02%
6,874
-1,199
395
$1.02M 0.02%
5,643
396
$1.01M 0.02%
16,127
-1,557
397
$1.01M 0.02%
15,539
+4,129
398
$1.01M 0.02%
6,131
+100
399
$980K 0.02%
22,881
-292
400
$977K 0.02%
16,800
-100
14 15
16
17 18