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
$4.9B
AUM Growth
+$529M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$30.3M
3
+$25M
4
MSFT icon
Microsoft
MSFT
+$24.1M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$22.7M

Top Sells

1
+$3.27M
2
+$2.15M
3
+$2.03M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.88M
5
SBAC icon
SBA Communications
SBAC
+$1.71M

Sector Composition

1 Financials 13.92%
2 Technology 13.79%
3 Healthcare 11.82%
4 Industrials 7.2%
5 Consumer Staples 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.8M 0.26%
100,217
+835
102
$12.7M 0.26%
189,569
+141,687
103
$12.4M 0.25%
127,701
+12,398
104
$12.3M 0.25%
57,145
+8,501
105
$12.2M 0.25%
170,867
+139,180
106
$11.8M 0.24%
79,210
-200
107
$11.4M 0.23%
144,907
-2,041
108
$11.3M 0.23%
201,638
+35,843
109
$11.3M 0.23%
40,815
+13,099
110
$11.3M 0.23%
76,293
-229
111
$11.3M 0.23%
75,910
+12,496
112
$11.3M 0.23%
31,402
+1,700
113
$11.2M 0.23%
68,064
+9,555
114
$11.1M 0.23%
71,446
+6,070
115
$10.8M 0.22%
97,407
-1,530
116
$10.7M 0.22%
99,620
-2,381
117
$10.3M 0.21%
63,716
+33,962
118
$10.1M 0.21%
70,566
+1,319
119
$10.1M 0.21%
174,782
+5,356
120
$10.1M 0.21%
55,390
+13,617
121
$10M 0.2%
85,562
+20,814
122
$9.88M 0.2%
81,594
+25,443
123
$9.66M 0.2%
31,640
+145
124
$9.59M 0.2%
267,133
+38,023
125
$9.24M 0.19%
314,867
+44,800
3 4
5
6 7