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
151
$1.38M 0.1%
18,423
-2,490
152
$1.38M 0.1%
11,420
153
$1.37M 0.1%
34,915
-1,925
154
$1.37M 0.1%
27,770
-245
155
$1.33M 0.09%
16,312
-510
156
$1.31M 0.09%
106,925
+4,575
157
$1.27M 0.09%
24,180
+660
158
$1.25M 0.09%
24,342
+1,100
159
$1.23M 0.09%
3,035
-45
160
$1.18M 0.08%
29,768
+100
161
$1.18M 0.08%
12,900
-107
162
$1.17M 0.08%
5,623
+535
163
$1.16M 0.08%
61,243
-19,095
164
$1.16M 0.08%
12,027
+595
165
$1.15M 0.08%
27,719
166
$1.12M 0.08%
9,760
-500
167
$1.11M 0.08%
15,009
-1,518
168
$1.08M 0.08%
11,100
-1,350
169
$1.06M 0.07%
13,574
+1,500
170
$985K 0.07%
32,762
-7,108
171
$983K 0.07%
15,695
-680
172
$910K 0.06%
21,939
-5,745
173
$898K 0.06%
8,390
-285
174
$884K 0.06%
13,655
-128
175
$864K 0.06%
9,872
5 6
7
8 9