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
$5.3B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.54M
3
+$3.13M
4
UNH icon
UnitedHealth
UNH
+$2.68M
5
CMI icon
Cummins
CMI
+$2.65M

Top Sells

1
+$6.82M
2
+$6.06M
3
+$5.28M
4
T icon
AT&T
T
+$4.71M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.7M

Sector Composition

1 Technology 15.76%
2 Financials 14.83%
3 Healthcare 10.94%
4 Industrials 7.34%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$362K 0.01%
1,920
+384
527
$360K 0.01%
1,844
-70
528
$359K 0.01%
3,091
529
$359K 0.01%
6,218
530
$358K 0.01%
3,181
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531
$356K 0.01%
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+117
532
$355K 0.01%
10,192
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533
$354K 0.01%
2,102
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534
$352K 0.01%
4,352
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535
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9,271
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536
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1,524
537
$347K 0.01%
9,078
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538
$345K 0.01%
3,175
539
$343K 0.01%
15,950
-500
540
$340K 0.01%
+1,860
541
$339K 0.01%
18,896
542
$337K 0.01%
+2,112
543
$335K 0.01%
8,333
544
$334K 0.01%
4,650
-390
545
$330K 0.01%
1,500
546
$326K 0.01%
2,718
+150
547
$321K 0.01%
8,226
-202
548
$321K 0.01%
4,330
+646
549
$319K 0.01%
2,733
550
$318K 0.01%
1,926
-80
20 21
22
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