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
$5.26B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$9.55M
3 +$9.49M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
XOM icon
Exxon Mobil
XOM
+$5.89M

Top Sells

1 +$21M
2 +$19M
3 +$5.91M
4
BDX icon
Becton Dickinson
BDX
+$4.73M
5
APD icon
Air Products & Chemicals
APD
+$4.72M

Sector Composition

1 Technology 14.8%
2 Healthcare 11.22%
3 Financials 10.66%
4 Industrials 7.55%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$107K ﹤0.01%
2,375
677
$103K ﹤0.01%
26,023
+3,000
678
$93K ﹤0.01%
21,685
679
$92K ﹤0.01%
27,900
680
$90K ﹤0.01%
12,998
-863
681
$90K ﹤0.01%
14,173
682
$86K ﹤0.01%
10,776
-559
683
$85K ﹤0.01%
16,961
684
$77K ﹤0.01%
10,000
685
$76K ﹤0.01%
14,300
-500
686
$73K ﹤0.01%
16,429
-2,750
687
$72K ﹤0.01%
13,901
+3,000
688
$68K ﹤0.01%
+8,375
689
$59K ﹤0.01%
+6,673
690
$56K ﹤0.01%
16,696
691
$54K ﹤0.01%
+1,070
692
$51K ﹤0.01%
22,001
693
$50K ﹤0.01%
3,149
694
$50K ﹤0.01%
10,000
695
$42K ﹤0.01%
7,742
696
$32K ﹤0.01%
22,889
697
$32K ﹤0.01%
18,438
698
$31K ﹤0.01%
11,869
699
$19K ﹤0.01%
10,000
700
$14K ﹤0.01%
+16,216