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
$1.45B
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$2.38M
3
+$1.73M
4
AAPL icon
Apple
AAPL
+$1.56M
5
CVX icon
Chevron
CVX
+$1.05M

Top Sells

1
+$1.97M
2
+$1.2M
3
+$1.02M
4
UNP icon
Union Pacific
UNP
+$943K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$880K

Sector Composition

1 Industrials 11.15%
2 Financials 11.12%
3 Healthcare 11.09%
4 Technology 9.35%
5 Energy 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$576K 0.04%
15,378
+875
202
$573K 0.04%
17,389
+3,503
203
$563K 0.04%
15,129
+830
204
$560K 0.04%
4,843
-2
205
$560K 0.04%
10,280
+3,224
206
$559K 0.04%
9,377
207
$545K 0.04%
16,781
+1,305
208
$524K 0.04%
8,050
209
$522K 0.04%
5,062
+2,517
210
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22,815
+876
211
$517K 0.04%
7,220
+1,277
212
$506K 0.04%
13,547
-52,752
213
$502K 0.03%
13,907
+703
214
$495K 0.03%
5,830
-1,005
215
$492K 0.03%
9,948
216
$485K 0.03%
7,125
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217
$484K 0.03%
4,570
218
$482K 0.03%
5,863
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219
$481K 0.03%
6,197
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220
$462K 0.03%
9,240
-24,065
221
$458K 0.03%
1,015
222
$451K 0.03%
15,865
+611
223
$444K 0.03%
40,182
-9,000
224
$441K 0.03%
2,253
225
$438K 0.03%
17,180
+1,088
7 8
9
10 11