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
$5.26B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.55M
3
+$9.49M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
XOM icon
Exxon Mobil
XOM
+$5.89M

Top Sells

1
+$21M
2
+$19M
3
+$5.91M
4
BDX icon
Becton Dickinson
BDX
+$4.73M
5
APD icon
Air Products & Chemicals
APD
+$4.72M

Sector Composition

1 Technology 14.8%
2 Healthcare 11.22%
3 Financials 10.66%
4 Industrials 7.55%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$458K 0.01%
29,267
-15,439
502
$456K 0.01%
9,290
503
$447K 0.01%
300
504
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7,500
-25
505
$445K 0.01%
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-1
506
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7,345
-74
507
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3,668
-37
508
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+18,729
509
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5,711
-180
510
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+3,650
511
$419K 0.01%
97,906
-5,519
512
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17,867
513
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10,869
514
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6,600
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515
$397K 0.01%
10,000
516
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6,842
-64
517
$396K 0.01%
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518
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3,856
519
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15,792
520
$382K 0.01%
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521
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1,674
-179
522
$374K 0.01%
6,062
-10
523
$373K 0.01%
8,427
524
$372K 0.01%
21,355
525
$371K 0.01%
9,071
+371
19 20
21
22 23