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
576
$251K 0.01%
2,650
-2,300
577
$250K 0.01%
8,316
-14
578
$248K 0.01%
2,100
579
$247K 0.01%
87,134
+885
580
$247K 0.01%
9,667
-930
581
$243K 0.01%
4,303
+84
582
$239K ﹤0.01%
2,737
+19
583
$238K ﹤0.01%
8,700
-2,512
584
$238K ﹤0.01%
+4,210
585
$237K ﹤0.01%
3,165
-20
586
$237K ﹤0.01%
+5,525
587
$236K ﹤0.01%
11,258
+292
588
$235K ﹤0.01%
7,000
589
$234K ﹤0.01%
33,910
-7,652
590
$233K ﹤0.01%
+2,985
591
$233K ﹤0.01%
+2,649
592
$233K ﹤0.01%
9,014
-8
593
$231K ﹤0.01%
+4,250
594
$231K ﹤0.01%
7,600
595
$231K ﹤0.01%
9,503
-267
596
$230K ﹤0.01%
+8,979
597
$230K ﹤0.01%
6,001
598
$228K ﹤0.01%
7,800
-9,250
599
$226K ﹤0.01%
1,362
-109
600
$226K ﹤0.01%
+1,325
22 23
24
25 26