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
$2.21B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.57M
3
+$3.88M
4
T icon
AT&T
T
+$3.75M
5
DHR icon
Danaher
DHR
+$2.6M

Top Sells

1
+$6.18M
2
+$3.34M
3
+$2.22M
4
AAPL icon
Apple
AAPL
+$1.64M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Sector Composition

1 Financials 12.94%
2 Healthcare 11.72%
3 Technology 10.57%
4 Industrials 10.04%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.81M 0.4%
110,223
+1,470
77
$8.76M 0.4%
56,050
+995
78
$8.71M 0.39%
92,344
-23,483
79
$8.46M 0.38%
85,063
-4,362
80
$8.43M 0.38%
305,389
+2,208
81
$8.2M 0.37%
45,201
-1,696
82
$7.82M 0.35%
60,734
-114
83
$7.67M 0.35%
45,998
+1,447
84
$7.31M 0.33%
123,010
-960
85
$7.16M 0.32%
110,318
-550
86
$6.92M 0.31%
40,531
-35
87
$6.86M 0.31%
132,474
-226
88
$6.81M 0.31%
119,471
-6,928
89
$6.74M 0.3%
76,255
+144
90
$6.73M 0.3%
207,051
+2,259
91
$6.62M 0.3%
59,244
-6,850
92
$6.33M 0.29%
78,335
+16,188
93
$6.21M 0.28%
147,142
-2,119
94
$5.8M 0.26%
33,072
-108
95
$5.76M 0.26%
61,166
-459
96
$5.76M 0.26%
84,073
-1,360
97
$5.55M 0.25%
52,335
-2,255
98
$5.48M 0.25%
48,916
-635
99
$5.44M 0.25%
20,403
+697
100
$5.43M 0.25%
114,230
-804
2 3
4
5 6