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
151
$9.06M 0.16%
46,142
+1,388
152
$8.94M 0.16%
99,733
+2,032
153
$8.85M 0.16%
39,313
-3,690
154
$8.72M 0.16%
27,040
-275
155
$8.62M 0.15%
47,872
-115
156
$8.51M 0.15%
159,754
-717
157
$8.33M 0.15%
67,976
-5,510
158
$8.29M 0.15%
251,022
+13,453
159
$8.24M 0.15%
165,711
+6,670
160
$8.19M 0.15%
146,195
+4,750
161
$8.12M 0.14%
17,717
+22
162
$8.04M 0.14%
57,128
+785
163
$8.03M 0.14%
28,602
-13,466
164
$7.99M 0.14%
70,138
+4,486
165
$7.93M 0.14%
31,692
-86
166
$7.93M 0.14%
71,834
+1,292
167
$7.87M 0.14%
116,637
+7,135
168
$7.84M 0.14%
16,043
+1,233
169
$7.68M 0.14%
39,247
+1,503
170
$7.31M 0.13%
57,952
+2,767
171
$7.26M 0.13%
234,777
-5,863
172
$7.25M 0.13%
72,349
-301
173
$7.24M 0.13%
227,733
-14,313
174
$6.99M 0.12%
106,952
-862
175
$6.67M 0.12%
19,394
-1,086
5 6
7
8 9