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
101
$3.98M 0.24%
47,919
-1,125
102
$3.72M 0.23%
71,698
-1,710
103
$3.63M 0.22%
48,637
+3,978
104
$3.6M 0.22%
72,250
-2,738
105
$3.32M 0.2%
56,631
-730
106
$3.31M 0.2%
27,664
+50
107
$3.26M 0.2%
106,535
+9,387
108
$3.11M 0.19%
23,514
-2,391
109
$3.1M 0.19%
21,790
+7,804
110
$3.07M 0.19%
263,400
+9,625
111
$3.06M 0.19%
32,671
-205
112
$3.02M 0.19%
71,095
-1,980
113
$2.99M 0.18%
33,662
+1,116
114
$2.99M 0.18%
32,211
+3,255
115
$2.71M 0.17%
100,099
116
$2.69M 0.17%
20,676
-755
117
$2.66M 0.16%
67,580
+12,188
118
$2.63M 0.16%
66,838
+37,233
119
$2.62M 0.16%
38,132
+1,815
120
$2.52M 0.16%
22,685
+27
121
$2.37M 0.15%
42,492
+2,649
122
$2.36M 0.15%
98,133
-1,650
123
$2.3M 0.14%
43,222
-2,413
124
$2.29M 0.14%
55,280
+960
125
$2.28M 0.14%
24,690
+1,456
3 4
5
6 7