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
676
$109K ﹤0.01%
16,961
677
$108K ﹤0.01%
10,000
678
$103K ﹤0.01%
16,429
679
$100K ﹤0.01%
+11,545
680
$100K ﹤0.01%
19,185
681
$99K ﹤0.01%
15,915
-6,438
682
$90K ﹤0.01%
11,000
683
$89K ﹤0.01%
10,963
-2,020
684
$88K ﹤0.01%
10,000
685
$88K ﹤0.01%
14,048
-125
686
$83K ﹤0.01%
10,301
687
$81K ﹤0.01%
10,148
688
$70K ﹤0.01%
+7,270
689
$57K ﹤0.01%
22,001
690
$42K ﹤0.01%
16,158
-17,826
691
$40K ﹤0.01%
+869
692
$35K ﹤0.01%
18,438
693
$31K ﹤0.01%
11,012
694
$29K ﹤0.01%
+1,000
695
$21K ﹤0.01%
15,934
-10,000
696
– –
-2,072
697
– –
-3,462
698
– –
-11,503
699
– –
-5,678
700
– –
-7,110
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