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
551
$316K 0.01%
6,620
552
$307K 0.01%
5,826
553
$304K 0.01%
2,188
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554
$303K 0.01%
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555
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557
$299K 0.01%
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558
$298K 0.01%
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559
$297K 0.01%
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560
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-50
561
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562
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564
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566
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567
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$284K 0.01%
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$284K 0.01%
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$283K 0.01%
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25,523
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573
$279K 0.01%
+3,006
574
$279K 0.01%
8,870
+1,762
575
$279K 0.01%
20,818
21 22
23
24 25