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
$6.51B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.65M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.64M

Top Sells

1
+$8.9M
2
+$6.95M
3
+$3.53M
4
AAPL icon
Apple
AAPL
+$3.27M
5
ORCL icon
Oracle
ORCL
+$3.02M

Sector Composition

1 Technology 17.03%
2 Financials 10.73%
3 Healthcare 9.66%
4 Industrials 7.52%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$220K ﹤0.01%
5,245
+217
627
$216K ﹤0.01%
2,836
628
$215K ﹤0.01%
42,618
-9,059
629
$214K ﹤0.01%
4,657
-75
630
$213K ﹤0.01%
4,000
631
$213K ﹤0.01%
19,924
-1,355
632
$212K ﹤0.01%
+6,869
633
$211K ﹤0.01%
2,042
+23
634
$210K ﹤0.01%
1,931
635
$210K ﹤0.01%
2,119
-273
636
$209K ﹤0.01%
1,805
+53
637
$207K ﹤0.01%
+1,449
638
$207K ﹤0.01%
+3,012
639
$206K ﹤0.01%
+489
640
$205K ﹤0.01%
2,145
+36
641
$205K ﹤0.01%
952
-17
642
$204K ﹤0.01%
+2,654
643
$203K ﹤0.01%
+5,290
644
$202K ﹤0.01%
+1,024
645
$202K ﹤0.01%
4,265
-20
646
$200K ﹤0.01%
37,282
-1,285
647
$193K ﹤0.01%
27,900
648
$193K ﹤0.01%
41,123
-9,913
649
$189K ﹤0.01%
44,999
-606
650
$176K ﹤0.01%
19,097
-362
24 25
26
27 28