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
576
$291K 0.01%
+1,783
577
$291K 0.01%
2,956
+617
578
$291K 0.01%
13,950
-400
579
$288K 0.01%
5,761
+700
580
$285K 0.01%
1,389
581
$283K 0.01%
4,440
-420
582
$282K 0.01%
12,770
-5,097
583
$281K 0.01%
8,294
+94
584
$273K ﹤0.01%
3,133
-1,405
585
$270K ﹤0.01%
3,224
-312
586
$270K ﹤0.01%
3,481
-1,000
587
$269K ﹤0.01%
5,063
-11
588
$269K ﹤0.01%
4,604
-770
589
$268K ﹤0.01%
59,352
-420
590
$264K ﹤0.01%
7,108
591
$264K ﹤0.01%
1,560
592
$264K ﹤0.01%
1,908
-361
593
$263K ﹤0.01%
1,515
594
$262K ﹤0.01%
5,930
+1,165
595
$258K ﹤0.01%
+4,590
596
$258K ﹤0.01%
8,395
+79
597
$258K ﹤0.01%
2,184
598
$257K ﹤0.01%
17,876
-2,949
599
$256K ﹤0.01%
2,956
-135
600
$255K ﹤0.01%
+14,812
22 23
24
25 26