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
$1.42B
AUM Growth
-$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.9M
3
+$3.28M
4
CB icon
Chubb
CB
+$2.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.94M

Top Sells

1
+$5.27M
2
+$4.49M
3
+$2.8M
4
LAZ icon
Lazard
LAZ
+$2.79M
5
CAT icon
Caterpillar
CAT
+$2.34M

Sector Composition

1 Financials 11.7%
2 Healthcare 11.35%
3 Industrials 10.42%
4 Technology 9.44%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.99M 0.7%
70,385
-220
52
$9.92M 0.7%
257,119
+5,818
53
$9.74M 0.68%
170,445
+15,726
54
$9.46M 0.66%
109,626
+5,207
55
$9.41M 0.66%
62,730
+5,239
56
$8.93M 0.63%
67,991
-2,774
57
$8.91M 0.63%
17,950
58
$8.79M 0.62%
230,320
+141,700
59
$8.7M 0.61%
223,971
+6,612
60
$8.05M 0.57%
282,804
-8,944
61
$8.05M 0.56%
127,019
+5,671
62
$7.72M 0.54%
73,940
-4,750
63
$7.66M 0.54%
230,226
+31,334
64
$7.61M 0.53%
138,058
+7,105
65
$7.58M 0.53%
56,848
-44
66
$7.44M 0.52%
251,548
+4,308
67
$7.28M 0.51%
179,414
+15,220
68
$6.91M 0.49%
97,826
-919
69
$6.9M 0.48%
54,326
+215
70
$6.89M 0.48%
57,919
-3,052
71
$6.76M 0.47%
109,227
-1,566
72
$6.65M 0.47%
141,111
+39,040
73
$6.53M 0.46%
64,061
-1,102
74
$6.32M 0.44%
135,262
-566
75
$6.15M 0.43%
230,933
-40,253
1 2
3
4 5