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
$2.75B
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.74M
3
+$2.58M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.45M
5
DE icon
Deere & Co
DE
+$2.25M

Top Sells

1
+$2.22M
2
+$1.98M
3
+$1.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
5
ALL icon
Allstate
ALL
+$1.42M

Sector Composition

1 Technology 14.1%
2 Healthcare 11.87%
3 Financials 11.49%
4 Consumer Discretionary 8.7%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.41M 0.05%
21,811
-65
202
$1.39M 0.05%
40,409
-829
203
$1.37M 0.05%
11,840
204
$1.37M 0.05%
3,796
205
$1.37M 0.05%
21,720
+265
206
$1.36M 0.05%
9,062
-1,458
207
$1.34M 0.05%
46,658
-2,528
208
$1.34M 0.05%
36,650
+3,360
209
$1.32M 0.05%
35,630
+3,850
210
$1.28M 0.05%
8,805
-678
211
$1.26M 0.05%
17,146
+595
212
$1.26M 0.05%
6,715
213
$1.24M 0.05%
22,839
-1,363
214
$1.22M 0.04%
5,784
-100
215
$1.2M 0.04%
23,398
+1,210
216
$1.2M 0.04%
5,967
-30
217
$1.2M 0.04%
10,259
+888
218
$1.2M 0.04%
10,319
-498
219
$1.17M 0.04%
5,485
-47
220
$1.14M 0.04%
19,268
+21
221
$1.14M 0.04%
120,672
+38,625
222
$1.14M 0.04%
30,632
-3,517
223
$1.14M 0.04%
19,740
+10
224
$1.1M 0.04%
3,750
+359
225
$999K 0.04%
8,730
7 8
9
10 11