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
$1.43B
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.13M
3
+$1.91M
4
RTX icon
RTX Corp
RTX
+$1.69M
5
DD icon
DuPont de Nemours
DD
+$1.69M

Top Sells

1
+$3.65M
2
+$3.05M
3
+$2.14M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
PG icon
Procter & Gamble
PG
+$1.96M

Sector Composition

1 Financials 11.65%
2 Healthcare 11.34%
3 Industrials 10.9%
4 Technology 9.21%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.25M 0.16%
33,488
-260
127
$2.22M 0.16%
22,800
+550
128
$2.19M 0.15%
7,224
+1,850
129
$2.17M 0.15%
26,796
+250
130
$2.13M 0.15%
16,269
-833
131
$2.13M 0.15%
39,356
+16,112
132
$2.1M 0.15%
19,364
+1,767
133
$2.03M 0.14%
47,790
+100
134
$1.99M 0.14%
68,756
-6,435
135
$1.99M 0.14%
10,512
-800
136
$1.97M 0.14%
21,978
+1,842
137
$1.97M 0.14%
51,231
-4,967
138
$1.96M 0.14%
83,034
-14,802
139
$1.79M 0.13%
42,057
+627
140
$1.74M 0.12%
23,540
-1,415
141
$1.68M 0.12%
28,530
-738
142
$1.66M 0.12%
7,404
-225
143
$1.62M 0.11%
12,482
-225
144
$1.57M 0.11%
17,915
-70
145
$1.55M 0.11%
38,408
-1,450
146
$1.53M 0.11%
20,507
+1,860
147
$1.52M 0.11%
23,666
+16,446
148
$1.46M 0.1%
20,711
+300
149
$1.45M 0.1%
13,979
-5,117
150
$1.45M 0.1%
15,290
4 5
6
7 8