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
$1.85B
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.62M
3
+$3.44M
4
META icon
Meta Platforms (Facebook)
META
+$3.17M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$4.11M
2
+$2.73M
3
+$2.06M
4
UNP icon
Union Pacific
UNP
+$1.72M
5
LHX icon
L3Harris
LHX
+$1.34M

Sector Composition

1 Financials 14.38%
2 Healthcare 10.26%
3 Technology 10.11%
4 Industrials 9.58%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.95M 0.43%
61,445
-1,223
77
$7.84M 0.42%
261,327
+7,987
78
$7.78M 0.42%
78,208
+2,701
79
$7.72M 0.42%
72,314
+1,210
80
$7.7M 0.42%
170,811
-2,558
81
$7.61M 0.41%
141,107
+2,450
82
$7.59M 0.41%
108,871
+2,235
83
$7.48M 0.4%
53,975
-1,810
84
$6.59M 0.36%
130,567
-1,492
85
$6.35M 0.34%
131,427
+39,680
86
$6.29M 0.34%
125,202
-10,109
87
$6.22M 0.34%
62,530
+324
88
$6.2M 0.34%
62,084
+6,797
89
$6.15M 0.33%
102,664
+1,975
90
$5.9M 0.32%
87,472
-15,877
91
$5.8M 0.31%
41,354
-29,307
92
$5.68M 0.31%
110,616
-2,519
93
$5.67M 0.31%
47,368
+8,663
94
$5.46M 0.3%
37,055
+4,577
95
$5.4M 0.29%
69,810
+1,921
96
$5.32M 0.29%
87,060
+2,647
97
$5.29M 0.29%
178,401
+14,454
98
$5.24M 0.28%
50,482
-1,656
99
$5.05M 0.27%
134,346
+32,897
100
$4.7M 0.25%
54,147
+53
2 3
4
5 6