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
601
$255K ﹤0.01%
4,444
-152
602
$252K ﹤0.01%
+5,100
603
$248K ﹤0.01%
+6,681
604
$246K ﹤0.01%
1,279
-96
605
$245K ﹤0.01%
737
-222
606
$243K ﹤0.01%
12,888
-1,497
607
$243K ﹤0.01%
1,965
+2
608
$242K ﹤0.01%
7,996
-985
609
$241K ﹤0.01%
2,986
+111
610
$240K ﹤0.01%
2,143
-20
611
$238K ﹤0.01%
4,370
-5,960
612
$237K ﹤0.01%
1,247
+8
613
$235K ﹤0.01%
2,945
+23
614
$234K ﹤0.01%
10,758
-2,508
615
$232K ﹤0.01%
4,232
616
$231K ﹤0.01%
17,773
+136
617
$230K ﹤0.01%
1,890
-210
618
$228K ﹤0.01%
71,969
-13,598
619
$228K ﹤0.01%
3,361
620
$227K ﹤0.01%
7,000
621
$226K ﹤0.01%
11,992
-2,400
622
$226K ﹤0.01%
+6,029
623
$226K ﹤0.01%
8,620
-178
624
$224K ﹤0.01%
2,338
+15
625
$224K ﹤0.01%
6,001
23 24
25
26 27