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
151
$1.43M 0.09%
12,570
+4,836
152
$1.37M 0.08%
15,125
-72
153
$1.35M 0.08%
45,325
+1,244
154
$1.33M 0.08%
12,152
-16
155
$1.29M 0.08%
19,415
+277
156
$1.26M 0.08%
36,910
+9,600
157
$1.26M 0.08%
33,176
-2,068
158
$1.25M 0.08%
31,320
-4,657
159
$1.15M 0.07%
30,514
+540
160
$1.14M 0.07%
25,787
161
$1.13M 0.07%
26,977
+14,511
162
$1.12M 0.07%
11,510
+139
163
$1.11M 0.07%
8,422
+300
164
$1.11M 0.07%
12,900
165
$1.1M 0.07%
8,167
+7
166
$1.08M 0.07%
13,361
-106
167
$1.01M 0.06%
20,179
-1,689
168
$997K 0.06%
19,427
-1,896
169
$972K 0.06%
24,540
-4,320
170
$954K 0.06%
8,766
-1,235
171
$946K 0.06%
12,181
-247
172
$938K 0.06%
39,514
-491
173
$928K 0.06%
14,608
+3,658
174
$926K 0.06%
11,705
-605
175
$889K 0.05%
12,743
+368
5 6
7
8 9