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
51
$28.9M 0.51%
242,381
+7,072
52
$28.2M 0.5%
316,086
-16,272
53
$28M 0.5%
135,108
-2,045
54
$27.9M 0.5%
221,913
+11,971
55
$27.4M 0.49%
280,109
+104,322
56
$27.2M 0.49%
103,147
+18,607
57
$26.9M 0.48%
199,634
+3,851
58
$26.8M 0.48%
109,275
-1,311
59
$25.9M 0.46%
195,348
-6,726
60
$25.6M 0.46%
120,560
-22,618
61
$25M 0.45%
923,964
+6,121
62
$24.6M 0.44%
412,672
63
$24.4M 0.43%
227,302
-7,023
64
$24.3M 0.43%
47
+46
65
$24.1M 0.43%
239,538
+167,002
66
$24.1M 0.43%
288,232
+29,272
67
$24.1M 0.43%
108,441
+15,625
68
$23.9M 0.43%
295,371
-5,441
69
$23.9M 0.43%
294,553
-2,516
70
$23.6M 0.42%
77,378
-1,728
71
$23.6M 0.42%
135,598
+1,517
72
$23.2M 0.41%
443,508
+5,553
73
$23M 0.41%
802,581
-345,964
74
$23M 0.41%
618,048
-23,591
75
$22.9M 0.41%
456,576
+6,785
1 2
3
4 5