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
$6.74B
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.4M
3
+$8.66M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.55M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.36M

Top Sells

1
+$13.3M
2
+$11.2M
3
+$6.83M
4
MRK icon
Merck
MRK
+$6.73M
5
SLB icon
SLB Ltd
SLB
+$5.67M

Sector Composition

1 Technology 15.62%
2 Financials 11.96%
3 Healthcare 8.99%
4 Industrials 7.08%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$512K 0.01%
9,558
+286
477
$510K 0.01%
14,945
-2,005
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480
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481
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482
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485
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2,305
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486
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4,780
487
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488
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9,240
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490
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8,783
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492
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494
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495
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7,343
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496
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6,337
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497
$444K 0.01%
9,664
498
$433K 0.01%
10,869
499
$432K 0.01%
5,000
500
$428K 0.01%
3,581
-55
18 19
20
21 22