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
$5.94B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$8.87M
3 +$6.83M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.95M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.56M

Top Sells

1 +$6.98M
2 +$5.31M
3 +$5.29M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.89M
5
DHR icon
Danaher
DHR
+$3.47M

Sector Composition

1 Technology 15.97%
2 Financials 11.1%
3 Healthcare 9.99%
4 Industrials 7.87%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
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5,643
402
$947K 0.02%
26,177
-7,413
403
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7,769
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404
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405
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6,186
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39,637
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407
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40,161
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408
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409
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410
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411
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412
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23,173
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1,027
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415
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416
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422
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4,453
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424
$762K 0.01%
28,126
-5,521
425
$749K 0.01%
11,373
+303