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
476
$524K 0.01%
82,716
-2,607
477
$522K 0.01%
18,065
-2,600
478
$522K 0.01%
14,668
+6,186
479
$513K 0.01%
3,650
480
$511K 0.01%
20,261
-300
481
$505K 0.01%
17,063
-2,452
482
$504K 0.01%
4,216
-1,827
483
$501K 0.01%
6,620
484
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4,190
-389
485
$487K 0.01%
1,821
486
$485K 0.01%
5,735
-55
487
$480K 0.01%
10,107
-1,656
488
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11,075
-2,365
489
$476K 0.01%
6,202
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490
$473K 0.01%
7,470
491
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3,553
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492
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9,008
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493
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494
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2,000
495
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49,539
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496
$459K 0.01%
12,804
-962
497
$458K 0.01%
6,090
+1,800
498
$457K 0.01%
2,997
-101
499
$453K 0.01%
6,643
+2,053
500
$453K 0.01%
4,151
+140
18 19
20
21 22