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
$2.21B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$4.57M
3 +$3.88M
4
T icon
AT&T
T
+$3.75M
5
DHR icon
Danaher
DHR
+$2.6M

Top Sells

1 +$6.18M
2 +$3.34M
3 +$2.22M
4
AAPL icon
Apple
AAPL
+$1.64M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.62M

Sector Composition

1 Financials 12.94%
2 Healthcare 11.72%
3 Technology 10.57%
4 Industrials 10.04%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.18M 0.05%
12,960
+809
177
$1.17M 0.05%
6,248
+185
178
$1.16M 0.05%
21,194
179
$1.15M 0.05%
9,808
+10
180
$1.15M 0.05%
12,443
-13,059
181
$1.14M 0.05%
30,162
-900
182
$1.12M 0.05%
11,773
+129
183
$1.06M 0.05%
+32,698
184
$1.05M 0.05%
6,705
185
$1.03M 0.05%
14,494
186
$1.03M 0.05%
20,648
-600
187
$1.03M 0.05%
72,951
188
$1.02M 0.05%
16,350
+2,512
189
$1.01M 0.05%
6,396
190
$998K 0.05%
18,884
-2,668
191
$968K 0.04%
5,501
+788
192
$944K 0.04%
84,635
193
$930K 0.04%
23,453
+4,582
194
$923K 0.04%
10,992
+456
195
$904K 0.04%
3
196
$904K 0.04%
31,065
+11,486
197
$890K 0.04%
7,183
-201
198
$872K 0.04%
10,290
199
$848K 0.04%
9,608
200
$835K 0.04%
11,314