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
$6.4B
AUM Growth
+$455M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.22M
3
+$5.17M
4
CPRT icon
Copart
CPRT
+$5.09M
5
FTNT icon
Fortinet
FTNT
+$3.65M

Top Sells

1
+$3.76M
2
+$3.65M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.29M

Sector Composition

1 Technology 15.59%
2 Financials 11.28%
3 Healthcare 10.15%
4 Industrials 7.88%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$329K 0.01%
5,225
-1,078
552
$329K 0.01%
9,600
553
$328K 0.01%
4,415
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554
$326K 0.01%
4,000
555
$324K 0.01%
2,254
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556
$324K 0.01%
12,650
-3,892
557
$323K 0.01%
5,500
-2,300
558
$319K 0.01%
37,613
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559
$319K 0.01%
20,953
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560
$319K 0.01%
7,850
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561
$312K ﹤0.01%
3,271
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562
$312K ﹤0.01%
17,200
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563
$312K ﹤0.01%
10,140
564
$308K ﹤0.01%
8,538
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565
$306K ﹤0.01%
14,411
-12,633
566
$303K ﹤0.01%
967
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$300K ﹤0.01%
3,084
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$298K ﹤0.01%
25,193
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$292K ﹤0.01%
5,625
-335
570
$289K ﹤0.01%
12,733
571
$288K ﹤0.01%
4,705
-1,000
572
$288K ﹤0.01%
1,856
-196
573
$286K ﹤0.01%
9,633
+587
574
$284K ﹤0.01%
3,782
-388
575
$283K ﹤0.01%
23,461
21 22
23
24 25