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
$6.94B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$7.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.93M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.51M

Top Sells

1
+$8.18M
2
+$5.02M
3
+$4.22M
4
GS icon
Goldman Sachs
GS
+$3.82M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.64M

Sector Composition

1 Technology 16.52%
2 Financials 11.13%
3 Healthcare 9.58%
4 Industrials 7.55%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$241K ﹤0.01%
535
-134
627
$238K ﹤0.01%
1,079
628
$237K ﹤0.01%
+3,158
629
$237K ﹤0.01%
2,836
630
$236K ﹤0.01%
15,611
-2,933
631
$235K ﹤0.01%
965
632
$234K ﹤0.01%
4,924
+267
633
$234K ﹤0.01%
+2,913
634
$233K ﹤0.01%
+2,430
635
$231K ﹤0.01%
20,010
636
$231K ﹤0.01%
2,120
-13
637
$230K ﹤0.01%
485
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638
$229K ﹤0.01%
4,000
639
$229K ﹤0.01%
+2,464
640
$228K ﹤0.01%
+3,462
641
$227K ﹤0.01%
1,214
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642
$227K ﹤0.01%
1,931
643
$225K ﹤0.01%
2,111
-8
644
$222K ﹤0.01%
+7,000
645
$221K ﹤0.01%
2,642
-12
646
$220K ﹤0.01%
+4,327
647
$220K ﹤0.01%
+2,028
648
$217K ﹤0.01%
+575
649
$215K ﹤0.01%
944
-8
650
$213K ﹤0.01%
421
24 25
26
27 28