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
501
$452K 0.01%
5,263
502
$451K 0.01%
1,654
-44
503
$450K 0.01%
10,869
504
$445K 0.01%
12,955
-2,418
505
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3,575
506
$440K 0.01%
12,785
-1,655
507
$439K 0.01%
3,284
+11
508
$438K 0.01%
3,331
-108
509
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1,470
510
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6,535
-1,596
511
$425K 0.01%
1,295
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512
$419K 0.01%
8,913
-366
513
$418K 0.01%
3,622
+7
514
$414K 0.01%
4,746
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515
$409K 0.01%
5,294
+27
516
$406K 0.01%
1,884
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517
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4,740
518
$406K 0.01%
25,523
-1,000
519
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9,701
520
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+2,350
521
$400K 0.01%
4,130
+930
522
$395K 0.01%
7,990
523
$392K 0.01%
9,324
+150
524
$389K 0.01%
10,165
525
$388K 0.01%
9,031
19 20
21
22 23