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
401
$971K 0.02%
8,890
+40
402
$970K 0.02%
13,239
-9,793
403
$967K 0.02%
7,877
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404
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53,722
-33,384
405
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109,931
-20,261
406
$943K 0.01%
17,330
-150
407
$935K 0.01%
11,394
-6,471
408
$924K 0.01%
16,218
409
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-173
410
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17,769
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411
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34,068
-6,093
412
$844K 0.01%
50,707
-15,628
413
$839K 0.01%
27,770
+8,200
414
$838K 0.01%
825
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415
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21,136
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416
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417
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28,835
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418
$815K 0.01%
4,597
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419
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5,253
-8,290
420
$802K 0.01%
9,300
421
$798K 0.01%
5,746
-196
422
$791K 0.01%
6,029
-1,658
423
$785K 0.01%
12,929
-2,030
424
$785K 0.01%
18,280
-347
425
$782K 0.01%
16,569
-5,208
15 16
17
18 19