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
$6.94B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$7.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.93M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.51M

Top Sells

1
+$8.18M
2
+$5.02M
3
+$4.22M
4
GS icon
Goldman Sachs
GS
+$3.82M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.64M

Sector Composition

1 Technology 16.52%
2 Financials 11.13%
3 Healthcare 9.58%
4 Industrials 7.55%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$349K 0.01%
1,803
-82
552
$349K 0.01%
4,425
+97
553
$340K ﹤0.01%
3,173
-776
554
$339K ﹤0.01%
672
555
$338K ﹤0.01%
+9,019
556
$337K ﹤0.01%
5,905
-76
557
$336K ﹤0.01%
1,416
558
$330K ﹤0.01%
702
559
$328K ﹤0.01%
1,861
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560
$324K ﹤0.01%
1,120
-47
561
$318K ﹤0.01%
6,773
+130
562
$318K ﹤0.01%
3,216
+20
563
$316K ﹤0.01%
6,800
+1,300
564
$316K ﹤0.01%
6,064
+1,131
565
$314K ﹤0.01%
32,200
+3,200
566
$314K ﹤0.01%
5,500
567
$312K ﹤0.01%
1,165
-4
568
$311K ﹤0.01%
10,322
569
$307K ﹤0.01%
8,699
+82
570
$304K ﹤0.01%
660
-118
571
$304K ﹤0.01%
4,625
-80
572
$303K ﹤0.01%
19,231
-2,434
573
$302K ﹤0.01%
20,953
574
$298K ﹤0.01%
12,733
575
$297K ﹤0.01%
22,759
-533
21 22
23
24 25