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
$1.62B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.9M
3
+$3.14M
4
CVX icon
Chevron
CVX
+$2.33M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M

Top Sells

1
+$2.94M
2
+$2.42M
3
+$1.99M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.26M
5
HD icon
Home Depot
HD
+$1.2M

Sector Composition

1 Financials 13.32%
2 Healthcare 11.09%
3 Industrials 10.36%
4 Technology 9.55%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.28M 0.14%
38,692
-14,200
127
$2.27M 0.14%
32,884
+5,426
128
$2.23M 0.14%
47,600
-1,600
129
$2.17M 0.13%
56,105
+10,155
130
$2.13M 0.13%
15,610
-728
131
$2.13M 0.13%
19,517
+152
132
$2.1M 0.13%
9,158
-130
133
$2.03M 0.12%
16,169
-19,300
134
$2.01M 0.12%
25,857
+1,388
135
$1.99M 0.12%
13,148
-591
136
$1.91M 0.12%
64,586
-27,465
137
$1.86M 0.11%
31,011
-1,211
138
$1.83M 0.11%
20,104
-325
139
$1.76M 0.11%
11,457
-75
140
$1.71M 0.11%
10,984
+6,630
141
$1.69M 0.1%
15,668
142
$1.65M 0.1%
20,083
+574
143
$1.65M 0.1%
22,131
-81
144
$1.6M 0.1%
23,389
+3,038
145
$1.58M 0.1%
6,648
+1,025
146
$1.57M 0.1%
23,827
-2,699
147
$1.52M 0.09%
21,284
+2,362
148
$1.52M 0.09%
28,880
+280
149
$1.52M 0.09%
12,595
150
$1.46M 0.09%
29,860
-420
4 5
6
7 8