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
401
$928K 0.01%
5,134
-175
402
$925K 0.01%
9,363
-727
403
$909K 0.01%
16,731
-444
404
$907K 0.01%
22,205
-1,107
405
$906K 0.01%
13,001
-6,642
406
$901K 0.01%
15,633
-17
407
$893K 0.01%
9,300
408
$890K 0.01%
6,350
-349
409
$871K 0.01%
6,207
+842
410
$861K 0.01%
9,454
-800
411
$856K 0.01%
62,450
-9,100
412
$847K 0.01%
18,885
-3,002
413
$844K 0.01%
28,541
-1,201
414
$839K 0.01%
16,800
-6,900
415
$834K 0.01%
9,955
-1,037
416
$829K 0.01%
9,580
-61
417
$826K 0.01%
8,850
418
$822K 0.01%
36,903
-270
419
$820K 0.01%
9,175
+140
420
$816K 0.01%
2,243
+58
421
$810K 0.01%
3,932
-28
422
$805K 0.01%
8,949
-1,822
423
$792K 0.01%
4,128
-100
424
$792K 0.01%
3,770
-356
425
$778K 0.01%
7,073
-252
15 16
17
18 19