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
651
$208K ﹤0.01%
+8,935
652
$207K ﹤0.01%
13,006
653
$205K ﹤0.01%
+4,732
654
$204K ﹤0.01%
969
-205
655
$204K ﹤0.01%
2,836
-215
656
$202K ﹤0.01%
+353
657
$202K ﹤0.01%
45,605
-23,745
658
$200K ﹤0.01%
+762
659
$184K ﹤0.01%
19,459
-7,029
660
$178K ﹤0.01%
29,000
661
$171K ﹤0.01%
14,302
-16,845
662
$159K ﹤0.01%
10,754
-118
663
$155K ﹤0.01%
13,192
-1,113
664
$149K ﹤0.01%
14,542
-292
665
$145K ﹤0.01%
41,208
-5,888
666
$145K ﹤0.01%
16,671
-24,781
667
$143K ﹤0.01%
13,700
-1,613
668
$141K ﹤0.01%
57,045
-4,745
669
$137K ﹤0.01%
22,722
670
$134K ﹤0.01%
26,552
-6,986
671
$131K ﹤0.01%
+13,527
672
$128K ﹤0.01%
21,527
+9,027
673
$128K ﹤0.01%
10,546
-465
674
$118K ﹤0.01%
13,885
675
$112K ﹤0.01%
10,602
-3,563
25 26
27
28 29