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
426
$777K 0.01%
8,918
-602
427
$766K 0.01%
5,336
+1,800
428
$765K 0.01%
9,551
+2,162
429
$751K 0.01%
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430
$748K 0.01%
14,521
-513
431
$732K 0.01%
6,891
-670
432
$730K 0.01%
15,468
-3,176
433
$729K 0.01%
3,240
+88
434
$729K 0.01%
14,131
-208
435
$724K 0.01%
2,549
436
$715K 0.01%
23,103
+5,127
437
$708K 0.01%
6,801
438
$693K 0.01%
11,647
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439
$692K 0.01%
3,567
440
$685K 0.01%
+13,627
441
$675K 0.01%
3,722
442
$664K 0.01%
7,500
443
$661K 0.01%
11,550
444
$659K 0.01%
17,375
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445
$658K 0.01%
2,873
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446
$636K 0.01%
71,930
-25,952
447
$634K 0.01%
16,224
-345
448
$634K 0.01%
31,713
-9,855
449
$633K 0.01%
19,110
-2,737
450
$627K 0.01%
6,523
+2,358
16 17
18
19 20