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
$1.42B
AUM Growth
-$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.9M
3
+$3.28M
4
CB icon
Chubb
CB
+$2.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.94M

Top Sells

1
+$5.27M
2
+$4.49M
3
+$2.8M
4
LAZ icon
Lazard
LAZ
+$2.79M
5
CAT icon
Caterpillar
CAT
+$2.34M

Sector Composition

1 Financials 11.7%
2 Healthcare 11.35%
3 Industrials 10.42%
4 Technology 9.44%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.13M 0.15%
52,180
-1,860
127
$2.01M 0.14%
54,080
+1,520
128
$1.99M 0.14%
87,321
+3,603
129
$1.91M 0.13%
43,166
+182
130
$1.85M 0.13%
16,808
-3,086
131
$1.79M 0.13%
46,740
+125
132
$1.79M 0.13%
32,849
-6,669
133
$1.75M 0.12%
62,540
-6,865
134
$1.75M 0.12%
12,327
-105
135
$1.71M 0.12%
21,169
-267
136
$1.7M 0.12%
49,710
-3,451
137
$1.68M 0.12%
33,708
-2,150
138
$1.62M 0.11%
10,342
-1,625
139
$1.6M 0.11%
24,724
-793
140
$1.6M 0.11%
28,356
-280
141
$1.58M 0.11%
19,348
+1,705
142
$1.51M 0.11%
22,307
+250
143
$1.49M 0.1%
11,959
+339
144
$1.49M 0.1%
15,815
-150
145
$1.46M 0.1%
21,445
-1,215
146
$1.44M 0.1%
36,799
-2,356
147
$1.42M 0.1%
31,116
+117
148
$1.42M 0.1%
38,880
+22,240
149
$1.4M 0.1%
17,824
-9,394
150
$1.38M 0.1%
11,836
+84
4 5
6
7 8