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
126
$11.6M 0.21%
127,780
-1,139
127
$11.3M 0.2%
104,655
-28,758
128
$11.2M 0.2%
57,450
+14,982
129
$11.1M 0.2%
157,722
-5,215
130
$11.1M 0.2%
33,541
-573
131
$11M 0.2%
126,850
-7,550
132
$10.8M 0.19%
26,725
-341
133
$10.6M 0.19%
56,839
-827
134
$10.4M 0.18%
29,983
-98
135
$10.2M 0.18%
25,317
+120
136
$10.1M 0.18%
40,331
+988
137
$10.1M 0.18%
12,885
-110
138
$10M 0.18%
78,855
-2,082
139
$9.96M 0.18%
57,181
+324
140
$9.91M 0.18%
254,070
-5,770
141
$9.88M 0.18%
200,400
+19,524
142
$9.78M 0.17%
92,167
-4,369
143
$9.62M 0.17%
189,207
-45,629
144
$9.55M 0.17%
20,746
+554
145
$9.51M 0.17%
313,411
+5,109
146
$9.49M 0.17%
97,205
-937
147
$9.41M 0.17%
85,141
-259
148
$9.39M 0.17%
65,762
+1,377
149
$9.35M 0.17%
130,938
+7,332
150
$9.21M 0.16%
97,659
+13,483
4 5
6
7 8