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
$5.61B
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$23.8M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$13.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M

Top Sells

1
+$9.93M
2
+$8.84M
3
+$7.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.16M
5
XOM icon
Exxon Mobil
XOM
+$4.87M

Sector Composition

1 Technology 16.29%
2 Healthcare 10.56%
3 Financials 10.38%
4 Industrials 7.5%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.37M 0.1%
55,580
-3,195
202
$5.35M 0.1%
11,735
+410
203
$5.17M 0.09%
61,438
+99
204
$5.17M 0.09%
103,093
-4,656
205
$5.12M 0.09%
46,911
+248
206
$5.07M 0.09%
80,110
-7,862
207
$5.06M 0.09%
48,853
-1,229
208
$4.85M 0.09%
107,132
-7,564
209
$4.83M 0.09%
10,875
-77
210
$4.83M 0.09%
149,446
+10,680
211
$4.81M 0.09%
318,118
+11,633
212
$4.79M 0.09%
12,558
+856
213
$4.75M 0.08%
54,914
-5,100
214
$4.74M 0.08%
44,631
-4,290
215
$4.59M 0.08%
88,571
-3,887
216
$4.56M 0.08%
80,577
-1,151
217
$4.48M 0.08%
36,524
+720
218
$4.43M 0.08%
16,927
-607
219
$4.31M 0.08%
71,431
+444
220
$4.31M 0.08%
20,408
-2,875
221
$4.25M 0.08%
48,755
-720
222
$4.24M 0.08%
12,389
-2,465
223
$4.18M 0.07%
255,930
+30,950
224
$4.18M 0.07%
46,614
-2,541
225
$4.15M 0.07%
37,814
-7,190
7 8
9
10 11