PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.68B
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
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
376
$1.23M 0.02%
10,979
-3,830
377
$1.22M 0.02%
30,082
-1,250
378
$1.19M 0.02%
378
-4
379
$1.16M 0.02%
8,759
-60
380
$1.14M 0.02%
16,216
381
$1.14M 0.02%
9,116
382
$1.13M 0.02%
15,872
-999
383
$1.11M 0.02%
6,210
+79
384
$1.1M 0.02%
8,396
-1,031
385
$1.09M 0.02%
34,345
+1,718
386
$1.09M 0.02%
5,441
387
$1.06M 0.02%
5,541
-102
388
$1.03M 0.01%
50,432
-2,457
389
$1.02M 0.01%
5,732
-14
390
$1.02M 0.01%
2,186
+120
391
$1.01M 0.01%
16,218
392
$990K 0.01%
49,757
-658
393
$981K 0.01%
9,929
-13
394
$980K 0.01%
7,968
-323
395
$977K 0.01%
16,354
+574
396
$974K 0.01%
5,984
-34
397
$953K 0.01%
28,495
398
$946K 0.01%
9,155
-561
399
$944K 0.01%
+20,980
400
$943K 0.01%
908
+101
14 15
16
17 18