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
$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
576
$281K ﹤0.01%
+4,997
577
$280K ﹤0.01%
10,331
-605
578
$280K ﹤0.01%
717
+89
579
$280K ﹤0.01%
23,804
-7,185
580
$278K ﹤0.01%
2,109
-1,763
581
$278K ﹤0.01%
17,675
+2,355
582
$278K ﹤0.01%
51,677
-31,071
583
$274K ﹤0.01%
5,028
-497
584
$274K ﹤0.01%
1,161
-74
585
$272K ﹤0.01%
4,995
-450
586
$272K ﹤0.01%
4,596
+282
587
$271K ﹤0.01%
2,069
-82
588
$270K ﹤0.01%
3,900
589
$268K ﹤0.01%
3,080
+6
590
$266K ﹤0.01%
2,956
591
$265K ﹤0.01%
2,872
-67
592
$264K ﹤0.01%
21,845
-1,400
593
$263K ﹤0.01%
+18,800
594
$263K ﹤0.01%
9,757
595
$263K ﹤0.01%
1,115
-143
596
$260K ﹤0.01%
2,133
+13
597
$259K ﹤0.01%
4,026
+26
598
$258K ﹤0.01%
7,173
+204
599
$253K ﹤0.01%
1,471
600
$253K ﹤0.01%
6,035
-5,293