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
$5.61B
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.8M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$13.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M

Top Sells

1
+$9.93M
2
+$8.84M
3
+$7.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
XOM icon
Exxon Mobil
XOM
+$4.87M

Sector Composition

1 Technology 16.29%
2 Healthcare 10.56%
3 Financials 10.38%
4 Industrials 7.5%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$371K 0.01%
9,279
+208
527
$369K 0.01%
4,962
528
$368K 0.01%
17,142
-1,587
529
$367K 0.01%
7,505
530
$366K 0.01%
20,000
+6,000
531
$366K 0.01%
5,000
532
$363K 0.01%
20,755
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533
$361K 0.01%
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-269
534
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2,228
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535
$358K 0.01%
13,057
536
$358K 0.01%
26,764
-2,503
537
$356K 0.01%
10,165
538
$356K 0.01%
4,740
539
$354K 0.01%
1,943
-937
540
$353K 0.01%
25,523
541
$351K 0.01%
87,200
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542
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$347K 0.01%
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544
$345K 0.01%
9,600
545
$344K 0.01%
3,100
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$336K 0.01%
1,151
-25
547
$335K 0.01%
9,218
-27
548
$333K 0.01%
16,654
-427
549
$332K 0.01%
5,563
+132
550
$329K 0.01%
1,730
-1,023
20 21
22
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