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
$2.53B
AUM Growth
+$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.12M
3
+$4.02M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.77M
5
VZ icon
Verizon
VZ
+$3.39M

Top Sells

1
+$7.28M
2
+$2.56M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.75M
5
CUBE icon
CubeSmart
CUBE
+$1.43M

Sector Composition

1 Technology 13.65%
2 Financials 11.97%
3 Healthcare 11.95%
4 Consumer Discretionary 8.14%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.44M 0.25%
74,052
-1,565
102
$6.44M 0.25%
47,116
-1,155
103
$6.38M 0.25%
129,882
+129
104
$6.34M 0.25%
37,877
+905
105
$6.04M 0.24%
126,959
+11,183
106
$5.82M 0.23%
3,652
-47
107
$5.78M 0.23%
26,902
-371
108
$5.56M 0.22%
58,097
+27,237
109
$5.5M 0.22%
51,855
+8,499
110
$5.5M 0.22%
43,025
+259
111
$5.39M 0.21%
42,580
-161
112
$5.29M 0.21%
37,736
+554
113
$5.12M 0.2%
+89,949
114
$5.1M 0.2%
72,806
-1,440
115
$5.09M 0.2%
64,388
-356
116
$5.02M 0.2%
128,763
+2,978
117
$4.97M 0.2%
24,072
-357
118
$4.83M 0.19%
108,072
+2,717
119
$4.6M 0.18%
50,150
+67
120
$4.5M 0.18%
22,634
+1,965
121
$4.49M 0.18%
58,062
+1,329
122
$4.27M 0.17%
80,392
-2,772
123
$4.09M 0.16%
66,018
-1,835
124
$4.04M 0.16%
37,586
+19,984
125
$4.03M 0.16%
38,592
+175
3 4
5
6 7