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
$5.61B
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.8M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$13.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M

Top Sells

1
+$9.93M
2
+$8.84M
3
+$7.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
XOM icon
Exxon Mobil
XOM
+$4.87M

Sector Composition

1 Technology 16.29%
2 Healthcare 10.56%
3 Financials 10.38%
4 Industrials 7.5%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15.6M 0.28%
215,018
+920
102
$15.3M 0.27%
85,793
+44,481
103
$15.2M 0.27%
61,216
-1,570
104
$15M 0.27%
224,407
-4,990
105
$14.8M 0.26%
107,239
+524
106
$14.8M 0.26%
149,741
-1,327
107
$14.5M 0.26%
133,022
+8,501
108
$14.4M 0.26%
62,664
-514
109
$14.2M 0.25%
31,866
+955
110
$14M 0.25%
189,179
+342
111
$14M 0.25%
188,112
+758
112
$13.5M 0.24%
350,551
+8,545
113
$13.1M 0.23%
266,740
-60,464
114
$13M 0.23%
103,859
+2,623
115
$12.9M 0.23%
75,122
-1,519
116
$12.9M 0.23%
311,073
-44
117
$12.4M 0.22%
69,433
-450
118
$12.4M 0.22%
190,940
+25,482
119
$12.4M 0.22%
197,965
-2,386
120
$12.3M 0.22%
146,747
-4,104
121
$12.1M 0.22%
142,061
+8,919
122
$11.9M 0.21%
281,940
+40,440
123
$11.8M 0.21%
60,604
-970
124
$11.6M 0.21%
69,933
+182
125
$11.6M 0.21%
37,468
+386
3 4
5
6 7