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
$1.62B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.9M
3
+$3.14M
4
CVX icon
Chevron
CVX
+$2.33M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.94M
2
+$2.42M
3
+$1.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
HD icon
Home Depot
HD
+$1.2M

Sector Composition

1 Financials 13.32%
2 Healthcare 11.09%
3 Industrials 10.36%
4 Technology 9.55%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 1.04%
215,712
+1,192
27
$16.8M 1.03%
465,715
+4,970
28
$16.7M 1.03%
99,577
+445
29
$16.2M 1%
201,330
-3,215
30
$16.1M 0.99%
205,246
-3,021
31
$15.9M 0.98%
507,051
+11,776
32
$15.8M 0.98%
388,318
+2,927
33
$15.8M 0.97%
153,831
-8,180
34
$15M 0.92%
115,926
-2,757
35
$14.8M 0.91%
107,591
+1,835
36
$14.8M 0.91%
271,973
+26,503
37
$14.3M 0.88%
196,050
+1,625
38
$14.3M 0.88%
89,204
-5,452
39
$14.1M 0.87%
84,894
-2,328
40
$13.8M 0.85%
237,068
+8,063
41
$13.6M 0.83%
278,003
+12,114
42
$13.3M 0.82%
108,219
+31,605
43
$12.7M 0.78%
222,248
+9,283
44
$12.6M 0.78%
67,511
+212
45
$12.5M 0.77%
70,685
+2,255
46
$12.4M 0.76%
238,778
+86,523
47
$12.3M 0.76%
149,941
-2,122
48
$12.1M 0.74%
270,317
+12,302
49
$12M 0.74%
115,203
-3,117
50
$11.7M 0.72%
296,736
+2,036
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