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
476
$521K 0.01%
4,645
+31
477
$518K 0.01%
8,600
478
$514K 0.01%
68,299
-5,411
479
$512K 0.01%
10,396
480
$511K 0.01%
7,560
-50
481
$509K 0.01%
31,318
-796
482
$503K 0.01%
49,574
-8,161
483
$502K 0.01%
24,160
-1,511
484
$501K 0.01%
10,304
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485
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6,173
-1,486
486
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3,899
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487
$498K 0.01%
2,206
+1,166
488
$488K 0.01%
4,605
-303
489
$481K 0.01%
9,199
+303
490
$478K 0.01%
1,551
-49
491
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493
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3,856
494
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46,519
-15,660
495
$462K 0.01%
13,516
-132
496
$462K 0.01%
15,422
497
$461K 0.01%
3,553
-115
498
$444K 0.01%
3,650
499
$443K 0.01%
+2,000
500
$441K 0.01%
3,639
-188
18 19
20
21 22