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
$2.53B
AUM Growth
+$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$5.12M
3 +$4.02M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.77M
5
VZ icon
Verizon
VZ
+$3.39M

Top Sells

1 +$7.28M
2 +$2.56M
3 +$2.04M
4
AAPL icon
Apple
AAPL
+$1.75M
5
CUBE icon
CubeSmart
CUBE
+$1.43M

Sector Composition

1 Technology 13.65%
2 Financials 11.97%
3 Healthcare 11.95%
4 Consumer Discretionary 8.14%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$2.83M 0.11%
22,345
+5,810
152
$2.71M 0.11%
222,563
-18,269
153
$2.69M 0.11%
16,590
+311
154
$2.68M 0.11%
29,834
-130
155
$2.65M 0.11%
51,258
+424
156
$2.6M 0.1%
18,307
+792
157
$2.59M 0.1%
13,808
+649
158
$2.57M 0.1%
37,619
-7,230
159
$2.5M 0.1%
26,748
+1,326
160
$2.49M 0.1%
98,785
+748
161
$2.42M 0.1%
85,967
-176
162
$2.33M 0.09%
87,919
-4,898
163
$2.23M 0.09%
10,526
-401
164
$2.23M 0.09%
41,567
-1,173
165
$2.22M 0.09%
19,398
+956
166
$2.21M 0.09%
24,176
167
$2.13M 0.08%
9,287
+611
168
$2.12M 0.08%
72,047
-34
169
$2.09M 0.08%
25,878
-238
170
$2.05M 0.08%
29,821
+317
171
$2.02M 0.08%
18,197
-486
172
$2.01M 0.08%
35,484
+2,275
173
$1.9M 0.08%
49,363
+1,508
174
$1.85M 0.07%
18,475
-1,719
175
$1.73M 0.07%
21,668
-697