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
601
$253K ﹤0.01%
5,100
602
$250K ﹤0.01%
3,900
-250
603
$250K ﹤0.01%
479
+23
604
$248K ﹤0.01%
17,749
+3,372
605
$247K ﹤0.01%
+6,085
606
$247K ﹤0.01%
734
-80
607
$246K ﹤0.01%
650
608
$245K ﹤0.01%
3,236
-23
609
$244K ﹤0.01%
1,760
-13
610
$242K ﹤0.01%
6,501
-1,289
611
$241K ﹤0.01%
+5,150
612
$239K ﹤0.01%
2,687
+292
613
$239K ﹤0.01%
593
+9
614
$238K ﹤0.01%
13,860
+100
615
$237K ﹤0.01%
2,000
616
$237K ﹤0.01%
12,890
-1,937
617
$237K ﹤0.01%
51,036
-6,146
618
$235K ﹤0.01%
4,560
-870
619
$233K ﹤0.01%
+2,021
620
$232K ﹤0.01%
+2,401
621
$232K ﹤0.01%
1,289
622
$232K ﹤0.01%
2,424
623
$229K ﹤0.01%
5,825
624
$228K ﹤0.01%
+581
625
$228K ﹤0.01%
2,875
-17
23 24
25
26 27