PGFC

Peapack-Gladstone Financial Corp Portfolio holdings

AUM $7.68B
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.9M
3
+$3.14M
4
CVX icon
Chevron
CVX
+$2.33M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.94M
2
+$2.42M
3
+$1.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
HD icon
Home Depot
HD
+$1.2M

Sector Composition

1 Financials 13.32%
2 Healthcare 11.09%
3 Industrials 10.36%
4 Technology 9.55%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.97M 0.43%
134,197
+4,858
77
$6.73M 0.41%
151,656
+9,338
78
$6.72M 0.41%
34,418
+441
79
$6.71M 0.41%
50,970
+750
80
$6.67M 0.41%
59,084
+1,021
81
$6.65M 0.41%
149,940
+9,280
82
$6.61M 0.41%
36,919
-583
83
$6.57M 0.4%
202,411
+25,244
84
$6.41M 0.39%
47,359
-509
85
$5.96M 0.37%
139,080
+118
86
$5.68M 0.35%
91,217
+2,136
87
$5.65M 0.35%
119,995
+4,228
88
$5.6M 0.34%
100,677
-5,704
89
$5.32M 0.33%
68,552
-195
90
$4.95M 0.3%
58,818
+1,102
91
$4.93M 0.3%
93,790
-16,517
92
$4.85M 0.3%
109,181
-5,938
93
$4.74M 0.29%
201,107
-5,259
94
$4.47M 0.28%
58,996
-2,106
95
$4.44M 0.27%
39,203
+4,379
96
$4.29M 0.26%
53,251
+1,799
97
$4.28M 0.26%
39,925
-510
98
$4.16M 0.26%
32,441
+4,475
99
$4.11M 0.25%
68,888
+5,837
100
$4.1M 0.25%
55,980
-40,175
2 3
4
5 6