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
$4.9B
AUM Growth
+$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$30.3M
3
+$25M
4
MSFT icon
Microsoft
MSFT
+$24.1M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$22.7M

Top Sells

1
+$3.27M
2
+$2.15M
3
+$2.03M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.88M
5
SBAC icon
SBA Communications
SBAC
+$1.71M

Sector Composition

1 Financials 13.92%
2 Technology 13.79%
3 Healthcare 11.82%
4 Industrials 7.2%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$290K 0.01%
23,520
552
$288K 0.01%
+3,640
553
$286K 0.01%
19,815
+3,311
554
$284K 0.01%
5,857
555
$284K 0.01%
+16,876
556
$283K 0.01%
5,958
557
$283K 0.01%
7,458
-258
558
$278K 0.01%
60,778
-19,517
559
$277K 0.01%
3,852
560
$270K 0.01%
2,220
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561
$268K 0.01%
2,205
+97
562
$266K 0.01%
15,973
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563
$265K 0.01%
42,808
-15,737
564
$265K 0.01%
1,853
-11
565
$265K 0.01%
24,548
+11,601
566
$263K 0.01%
2,322
567
$263K 0.01%
15,050
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568
$262K 0.01%
1,980
-1,250
569
$260K 0.01%
+2,405
570
$257K 0.01%
4,150
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571
$255K 0.01%
60,187
572
$253K 0.01%
12,732
+195
573
$253K 0.01%
8,849
-55
574
$252K 0.01%
3,227
-107
575
$252K 0.01%
3,091
21 22
23
24 25