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
576
$278K 0.01%
25,333
577
$273K 0.01%
+6,278
578
$273K 0.01%
9,532
-461
579
$272K 0.01%
417
-11
580
$272K 0.01%
10,331
581
$263K 0.01%
3,462
582
$262K ﹤0.01%
6,825
583
$262K ﹤0.01%
15,001
584
$262K ﹤0.01%
+6,253
585
$261K ﹤0.01%
4,915
+750
586
$260K ﹤0.01%
425
+56
587
$259K ﹤0.01%
2,022
+53
588
$258K ﹤0.01%
3,294
+173
589
$256K ﹤0.01%
2,073
+135
590
$256K ﹤0.01%
4,517
+4
591
$255K ﹤0.01%
+2,202
592
$253K ﹤0.01%
1,647
+106
593
$252K ﹤0.01%
8,845
+1,840
594
$251K ﹤0.01%
18,949
595
$250K ﹤0.01%
18,120
596
$246K ﹤0.01%
1,466
597
$245K ﹤0.01%
27,396
+20,700
598
$245K ﹤0.01%
57,454
599
$244K ﹤0.01%
+4,272
600
$243K ﹤0.01%
+3,654
22 23
24
25 26