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
401
$955K 0.02%
113,931
+14,549
402
$953K 0.02%
35,667
-1,034
403
$915K 0.02%
8,183
+1,198
404
$906K 0.02%
5,818
-275
405
$901K 0.02%
71,911
-8,357
406
$895K 0.02%
3,146
+75
407
$895K 0.02%
2,619
-1,056
408
$893K 0.02%
14,142
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409
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16,573
-4,594
410
$878K 0.02%
42,144
-303
411
$854K 0.02%
18,033
-185
412
$849K 0.02%
5,966
-242
413
$849K 0.02%
8,850
414
$844K 0.02%
23,673
-369
415
$826K 0.01%
26,139
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416
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51,517
-4,259
417
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17,244
-128
418
$806K 0.01%
3,616
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419
$781K 0.01%
16,218
420
$770K 0.01%
5,705
421
$769K 0.01%
26,986
+149
422
$767K 0.01%
28,202
-1,411
423
$757K 0.01%
9,765
424
$756K 0.01%
17,719
-489
425
$754K 0.01%
957
-207
15 16
17
18 19