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
$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
526
$371K 0.01%
42,352
-4,031
527
$371K 0.01%
13,057
528
$370K 0.01%
1,823
529
$368K 0.01%
2,907
-123
530
$364K 0.01%
7,505
-800
531
$362K 0.01%
9,600
532
$361K 0.01%
4,962
-77
533
$358K 0.01%
3,963
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534
$355K 0.01%
1,176
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535
$353K 0.01%
5,000
536
$351K 0.01%
16,735
+2,378
537
$347K 0.01%
10,165
538
$346K 0.01%
+4,740
539
$345K 0.01%
9,245
+27
540
$343K 0.01%
5,428
541
$340K 0.01%
25,523
542
$326K 0.01%
+17,081
543
$324K 0.01%
2,227
-55
544
$323K 0.01%
6,024
545
$323K 0.01%
2,100
546
$321K 0.01%
9,701
547
$319K 0.01%
17,876
+1,000
548
$319K 0.01%
5,374
+122
549
$318K 0.01%
2,405
550
$318K 0.01%
3,169
-351
20 21
22
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