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
$6.51B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.65M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.64M

Top Sells

1
+$8.9M
2
+$6.95M
3
+$3.53M
4
AAPL icon
Apple
AAPL
+$3.27M
5
ORCL icon
Oracle
ORCL
+$3.02M

Sector Composition

1 Technology 17.03%
2 Financials 10.73%
3 Healthcare 9.66%
4 Industrials 7.52%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$491K 0.01%
37,822
-1,423
477
$488K 0.01%
+7,389
478
$487K 0.01%
7,363
479
$485K 0.01%
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480
$481K 0.01%
19,261
-1,000
481
$480K 0.01%
6,570
-50
482
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4,054
-658
483
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76,358
-6,358
484
$478K 0.01%
17,063
485
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4,388
-487
486
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3,675
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487
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488
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4,043
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489
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19,400
-2,600
490
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40,227
-6,780
491
$446K 0.01%
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15,400
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2,997
494
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1,821
495
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1,885
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8,913
497
$432K 0.01%
5,777
-155
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$429K 0.01%
5,143
-120
499
$425K 0.01%
18,301
-40,403
500
$422K 0.01%
3,549
-73
18 19
20
21 22