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
$5.26B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.55M
3
+$9.49M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
XOM icon
Exxon Mobil
XOM
+$5.89M

Top Sells

1
+$21M
2
+$19M
3
+$5.91M
4
BDX icon
Becton Dickinson
BDX
+$4.73M
5
APD icon
Air Products & Chemicals
APD
+$4.72M

Sector Composition

1 Technology 14.8%
2 Healthcare 11.22%
3 Financials 10.66%
4 Industrials 7.55%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$244K ﹤0.01%
2,163
-1,534
602
$241K ﹤0.01%
85,567
+3,974
603
$241K ﹤0.01%
8,316
+75
604
$241K ﹤0.01%
3,580
605
$240K ﹤0.01%
1,715
+160
606
$238K ﹤0.01%
5,816
607
$238K ﹤0.01%
8,981
608
$236K ﹤0.01%
8,798
-252
609
$235K ﹤0.01%
1,963
610
$235K ﹤0.01%
+6,564
611
$234K ﹤0.01%
+5,431
612
$231K ﹤0.01%
+1,560
613
$230K ﹤0.01%
10,901
614
$229K ﹤0.01%
8,515
615
$227K ﹤0.01%
+2,430
616
$227K ﹤0.01%
1,683
-35
617
$227K ﹤0.01%
15,386
+580
618
$225K ﹤0.01%
+3,361
619
$225K ﹤0.01%
+7,170
620
$225K ﹤0.01%
+3,100
621
$224K ﹤0.01%
4,765
622
$223K ﹤0.01%
8,084
623
$221K ﹤0.01%
17,637
-1,900
624
$219K ﹤0.01%
23,890
-1,268
625
$219K ﹤0.01%
4,232
23 24
25
26 27