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
$5.61B
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.8M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$13.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M

Top Sells

1
+$9.93M
2
+$8.84M
3
+$7.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
XOM icon
Exxon Mobil
XOM
+$4.87M

Sector Composition

1 Technology 16.29%
2 Healthcare 10.56%
3 Financials 10.38%
4 Industrials 7.5%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$735K 0.01%
4,796
+238
427
$734K 0.01%
5,038
428
$725K 0.01%
6,500
429
$725K 0.01%
16,950
-1,500
430
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5,608
431
$706K 0.01%
8,933
-4,641
432
$700K 0.01%
11,911
+200
433
$699K 0.01%
7,323
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434
$691K 0.01%
7,827
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435
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23,900
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436
$679K 0.01%
9,820
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437
$664K 0.01%
4,498
438
$664K 0.01%
25,697
-3,174
439
$661K 0.01%
9,638
-997
440
$659K 0.01%
4,004
441
$659K 0.01%
9,665
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442
$657K 0.01%
3,414
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443
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+27,150
444
$648K 0.01%
69,927
-6,682
445
$646K 0.01%
6,230
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446
$643K 0.01%
8,596
+101
447
$620K 0.01%
25,900
448
$616K 0.01%
6,106
-179
449
$611K 0.01%
17,243
-170
450
$610K 0.01%
27,294
16 17
18
19 20