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
551
$329K 0.01%
+5,700
552
$327K 0.01%
2,876
+9
553
$325K 0.01%
23,520
554
$325K 0.01%
5,760
555
$323K 0.01%
24,600
556
$318K 0.01%
5,690
-167
557
$318K 0.01%
2,820
+94
558
$316K 0.01%
2,375
-30
559
$315K 0.01%
5,574
-450
560
$312K 0.01%
4,150
561
$310K 0.01%
9,701
562
$310K 0.01%
3,004
-165
563
$308K 0.01%
10,536
+205
564
$308K 0.01%
+2,600
565
$304K 0.01%
7,445
+1,488
566
$303K 0.01%
26,414
567
$301K 0.01%
46,576
-1,502
568
$301K 0.01%
6,032
+1,098
569
$300K 0.01%
2,412
570
$300K 0.01%
8,956
+32
571
$300K 0.01%
2,226
+23
572
$297K 0.01%
33,940
-8,412
573
$296K 0.01%
13,641
574
$295K 0.01%
8,183
575
$295K 0.01%
1,304
-27
21 22
23
24 25