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
$6.94B
AUM Growth
+$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
723
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$7.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.93M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.51M

Top Sells

1
+$8.18M
2
+$5.02M
3
+$4.22M
4
GS icon
Goldman Sachs
GS
+$3.82M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.64M

Sector Composition

1 Technology 16.52%
2 Financials 11.13%
3 Healthcare 9.58%
4 Industrials 7.55%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.38M 0.11%
222,206
-502
177
$7.32M 0.11%
17,307
-951
178
$7.32M 0.11%
117,392
+4,293
179
$7.31M 0.11%
69,783
+488
180
$7.29M 0.11%
14,757
-151
181
$7.24M 0.1%
60,883
-752
182
$7.22M 0.1%
141,560
-8,115
183
$7.06M 0.1%
18,815
+65
184
$6.82M 0.1%
115,579
+19,017
185
$6.82M 0.1%
70,774
+1,458
186
$6.76M 0.1%
84,217
-24,101
187
$6.63M 0.1%
45,361
-1,421
188
$6.59M 0.1%
60,697
+3,730
189
$6.59M 0.1%
81,629
+507
190
$6.58M 0.09%
275,310
+7,470
191
$6.54M 0.09%
24,967
-77
192
$6.49M 0.09%
25,189
-3,591
193
$6.43M 0.09%
172,142
+5,392
194
$6.43M 0.09%
13,085
+167
195
$6.32M 0.09%
76,831
+632
196
$6.29M 0.09%
7,551
+3,575
197
$6.26M 0.09%
105,743
-2,257
198
$6.2M 0.09%
46,664
+1,251
199
$6.13M 0.09%
24,553
+6,135
200
$6.12M 0.09%
32,287
-1,533
6 7
8
9 10