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
626
$227K ﹤0.01%
21,279
-16,035
627
$226K ﹤0.01%
6,600
628
$224K ﹤0.01%
8,401
-1,500
629
$223K ﹤0.01%
3,082
-53
630
$223K ﹤0.01%
+1,752
631
$222K ﹤0.01%
2,019
632
$221K ﹤0.01%
+2,392
633
$220K ﹤0.01%
+620
634
$220K ﹤0.01%
+1,700
635
$218K ﹤0.01%
11,604
-682
636
$217K ﹤0.01%
+1,746
637
$216K ﹤0.01%
+336
638
$216K ﹤0.01%
27,900
639
$215K ﹤0.01%
38,567
-4,505
640
$215K ﹤0.01%
20,010
641
$215K ﹤0.01%
2,101
-1,974
642
$214K ﹤0.01%
4,000
643
$214K ﹤0.01%
1,099
-40
644
$213K ﹤0.01%
+1,931
645
$212K ﹤0.01%
36,609
-29,703
646
$211K ﹤0.01%
+2,529
647
$211K ﹤0.01%
6,934
-4,791
648
$210K ﹤0.01%
4,285
-400
649
$208K ﹤0.01%
2,655
-58
650
$208K ﹤0.01%
23,413
-19,802
24 25
26
27 28