PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.68B
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.3B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.54M
3
+$3.13M
4
UNH icon
UnitedHealth
UNH
+$2.68M
5
CMI icon
Cummins
CMI
+$2.65M

Top Sells

1
+$6.82M
2
+$6.06M
3
+$5.28M
4
T icon
AT&T
T
+$4.71M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.7M

Sector Composition

1 Technology 15.76%
2 Financials 14.83%
3 Healthcare 10.94%
4 Industrials 7.34%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$217K ﹤0.01%
2,024
-48
627
$216K ﹤0.01%
+1,612
628
$216K ﹤0.01%
+3,590
629
$213K ﹤0.01%
+1,780
630
$213K ﹤0.01%
+140
631
$212K ﹤0.01%
+11,736
632
$212K ﹤0.01%
3,410
+174
633
$211K ﹤0.01%
+1,876
634
$209K ﹤0.01%
+693
635
$209K ﹤0.01%
+2,989
636
$208K ﹤0.01%
+3,653
637
$208K ﹤0.01%
+10,519
638
$207K ﹤0.01%
4,439
639
$205K ﹤0.01%
+9,000
640
$204K ﹤0.01%
4,055
641
$203K ﹤0.01%
72,563
-7,493
642
$203K ﹤0.01%
22,501
643
$203K ﹤0.01%
20,276
-4,944
644
$202K ﹤0.01%
3,000
-45
645
$201K ﹤0.01%
+1,300
646
$189K ﹤0.01%
+11,219
647
$187K ﹤0.01%
22,732
+3,914
648
$185K ﹤0.01%
17,897
649
$178K ﹤0.01%
12,947
650
$176K ﹤0.01%
16,679
-1,064
24 25
26
27 28