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
$6.51B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.65M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.64M

Top Sells

1
+$8.9M
2
+$6.95M
3
+$3.53M
4
AAPL icon
Apple
AAPL
+$3.27M
5
ORCL icon
Oracle
ORCL
+$3.02M

Sector Composition

1 Technology 17.03%
2 Financials 10.73%
3 Healthcare 9.66%
4 Industrials 7.52%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$949K 0.01%
15,034
-505
402
$937K 0.01%
7,903
+26
403
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10,090
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6,018
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406
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23,312
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407
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17,543
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408
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17,175
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9,300
410
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4,126
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411
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10,771
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412
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6,699
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413
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50,415
-292
414
$840K 0.01%
28,495
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415
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97,882
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416
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418
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9,716
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419
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18,644
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421
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29,742
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422
$785K 0.01%
9,035
-60
423
$763K 0.01%
4,228
-369
424
$754K 0.01%
10,992
-2,247
425
$736K 0.01%
16,569
15 16
17
18 19