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
$5.08B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.88M
3
+$7.48M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.62M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.32M

Top Sells

1
+$149M
2
+$10.4M
3
+$9.22M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.05M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Sector Composition

1 Technology 13.44%
2 Healthcare 12.6%
3 Financials 11.49%
4 Industrials 7.48%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$453K 0.01%
3,705
+38
477
$451K 0.01%
4,399
+282
478
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4,703
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481
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482
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483
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485
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9,300
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486
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300
487
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9,290
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488
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4,004
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489
$425K 0.01%
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490
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491
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495
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497
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10,000
498
$401K 0.01%
+17,867
499
$397K 0.01%
+2,020
500
$384K 0.01%
10,731
-200
18 19
20
21 22