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
451
$609K 0.01%
9,300
452
$599K 0.01%
1,695
453
$597K 0.01%
37,154
+865
454
$596K 0.01%
63,302
-1,079
455
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62,524
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$586K 0.01%
4,750
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457
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110,821
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458
$575K 0.01%
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459
$573K 0.01%
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-1
460
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461
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19,833
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462
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33,768
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463
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+2,509
464
$564K 0.01%
6,499
-258
465
$559K 0.01%
13,059
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466
$558K 0.01%
88,382
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469
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10,000
470
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+9,279
471
$529K 0.01%
9,120
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472
$527K 0.01%
4,991
473
$524K 0.01%
15,792
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474
$524K 0.01%
8,950
-650
475
$523K 0.01%
21,161
17 18
19
20 21