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
$1.14B
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$4.16M
2 +$3.63M
3 +$2.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.4M
5
AVY icon
Avery Dennison
AVY
+$2.15M

Top Sells

1 +$13.1M
2 +$2.6M
3 +$1.86M
4
ABT icon
Abbott
ABT
+$1.47M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.09M

Sector Composition

1 Industrials 12.74%
2 Energy 11.53%
3 Healthcare 10.89%
4 Technology 10.57%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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22,602
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6,398