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
$5.26B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.55M
3
+$9.49M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
XOM icon
Exxon Mobil
XOM
+$5.89M

Top Sells

1
+$21M
2
+$19M
3
+$5.91M
4
BDX icon
Becton Dickinson
BDX
+$4.73M
5
APD icon
Air Products & Chemicals
APD
+$4.72M

Sector Composition

1 Technology 14.8%
2 Healthcare 11.22%
3 Financials 10.66%
4 Industrials 7.55%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$701K 0.01%
+76,609
427
$692K 0.01%
6,470
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429
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73,710
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431
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21,359
432
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2,880
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433
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5,038
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120,144
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435
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36,289
436
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437
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18,450
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439
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444
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62,179
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27,294
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447
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57,735
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$592K 0.01%
+64,381
449
$591K 0.01%
2,753
+1,023
450
$588K 0.01%
3,672
-200
16 17
18
19 20