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
$5.61B
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.8M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$13.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M

Top Sells

1
+$9.93M
2
+$8.84M
3
+$7.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
XOM icon
Exxon Mobil
XOM
+$4.87M

Sector Composition

1 Technology 16.29%
2 Healthcare 10.56%
3 Financials 10.38%
4 Industrials 7.5%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$204K ﹤0.01%
15,000
652
$203K ﹤0.01%
+1,823
653
$202K ﹤0.01%
3,083
-2
654
$202K ﹤0.01%
17,342
655
$202K ﹤0.01%
8,900
656
$200K ﹤0.01%
+5,825
657
$200K ﹤0.01%
+962
658
$198K ﹤0.01%
16,876
-1,000
659
$194K ﹤0.01%
14,567
-819
660
$189K ﹤0.01%
24,554
-322
661
$185K ﹤0.01%
52,594
-6,373
662
$184K ﹤0.01%
27,900
663
$174K ﹤0.01%
28,589
-856
664
$170K ﹤0.01%
10,000
665
$170K ﹤0.01%
21,772
-6,531
666
$163K ﹤0.01%
925
+250
667
$152K ﹤0.01%
12,986
668
$148K ﹤0.01%
14,834
669
$148K ﹤0.01%
13,072
-288
670
$148K ﹤0.01%
17,904
-223
671
$146K ﹤0.01%
18,207
-6,207
672
$131K ﹤0.01%
57,934
673
$131K ﹤0.01%
13,885
674
$125K ﹤0.01%
10,517
+64
675
$125K ﹤0.01%
11,619
-27
25 26
27
28 29