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
201
$827K 0.04%
27,510
+1,000
202
$822K 0.04%
85,861
203
$814K 0.04%
10,296
204
$807K 0.04%
8,975
+163
205
$807K 0.04%
28,738
-54
206
$801K 0.04%
13,186
-289
207
$799K 0.04%
3,796
-100
208
$781K 0.04%
9,730
-53
209
$777K 0.04%
10,009
-87
210
$775K 0.04%
14,844
-140
211
$751K 0.03%
10,011
-87
212
$743K 0.03%
14,883
+36
213
$743K 0.03%
23,392
+3,835
214
$739K 0.03%
10,376
215
$733K 0.03%
4,786
+13
216
$726K 0.03%
8,805
217
$713K 0.03%
6,122
+391
218
$700K 0.03%
11,690
+125
219
$696K 0.03%
11,000
220
$694K 0.03%
4,343
-415
221
$684K 0.03%
12,183
+2,000
222
$682K 0.03%
11,712
223
$674K 0.03%
8,045
-1,170
224
$667K 0.03%
6,666
-82
225
$665K 0.03%
2,814
-71