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
$6.4B
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.22M
3
+$5.17M
4
CPRT icon
Copart
CPRT
+$5.09M
5
FTNT icon
Fortinet
FTNT
+$3.65M

Top Sells

1
+$3.76M
2
+$3.65M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.29M

Sector Composition

1 Technology 15.59%
2 Financials 11.28%
3 Healthcare 10.15%
4 Industrials 7.88%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$634K 0.01%
4,712
-25
452
$634K 0.01%
1,518
+185
453
$632K 0.01%
3,750
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454
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27,157
-900
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$624K 0.01%
3,780
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456
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24,639
-1,782
457
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3,722
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458
$619K 0.01%
22,490
-5,636
459
$614K 0.01%
4,875
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460
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39,245
-6,383
461
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6,184
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462
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8,931
463
$580K 0.01%
7,299
-1,011
464
$577K 0.01%
19,774
-196
465
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10,000
466
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467
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47,007
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468
$562K 0.01%
48,337
469
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2,214
470
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7,363
-1,237
471
$550K 0.01%
16,000
472
$536K 0.01%
10,120
+2
473
$534K 0.01%
22,000
-1,000
474
$534K 0.01%
6,499
+107
475
$531K 0.01%
7,339
+2,823
17 18
19
20 21