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
26
$45.2M 0.81%
241,274
+2,583
27
$43.4M 0.77%
1,206,857
28
$42.6M 0.76%
142,242
+17,829
29
$42M 0.75%
140,781
+4,876
30
$40.8M 0.73%
637,710
-9,845
31
$38.9M 0.69%
458,533
-1,263
32
$38.5M 0.69%
82,169
-5,627
33
$38.3M 0.68%
621,359
-26,679
34
$38.3M 0.68%
265,145
+57,802
35
$37.6M 0.67%
221,691
+5,109
36
$37.5M 0.67%
130,507
+18,643
37
$37.1M 0.66%
311,720
-3,041
38
$36M 0.64%
485,609
-6,335
39
$35.4M 0.63%
160,850
-8,557
40
$35M 0.62%
79,187
-2,841
41
$34.4M 0.61%
664,736
-7,803
42
$34.4M 0.61%
152,241
+610
43
$34.2M 0.61%
343,262
+24,176
44
$32.3M 0.58%
61,971
-2,939
45
$31.4M 0.56%
65,286
-3,537
46
$30.4M 0.54%
63,459
-1,470
47
$30.2M 0.54%
654,722
+252,631
48
$29.7M 0.53%
171,285
-1,285
49
$29.3M 0.52%
136,136
+2,373
50
$29.1M 0.52%
386,723
+70,474
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