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
$6.51B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.02M
3
+$7.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.65M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.64M

Top Sells

1
+$8.9M
2
+$6.95M
3
+$3.53M
4
AAPL icon
Apple
AAPL
+$3.27M
5
ORCL icon
Oracle
ORCL
+$3.02M

Sector Composition

1 Technology 17.03%
2 Financials 10.73%
3 Healthcare 9.66%
4 Industrials 7.52%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.41M 0.08%
76,199
+2,359
202
$5.4M 0.08%
33,820
-249
203
$5.35M 0.08%
32,076
+3,509
204
$5.34M 0.08%
12,167
+3
205
$5.34M 0.08%
6,497
+900
206
$5.32M 0.08%
98,265
+10,450
207
$5.29M 0.08%
38,303
-1,123
208
$5.26M 0.08%
60,072
+8,336
209
$5.23M 0.08%
47,430
-1,194
210
$5.22M 0.08%
182,430
+3,980
211
$5.21M 0.08%
45,576
+276
212
$5.15M 0.08%
78,633
-2,827
213
$5.14M 0.08%
73,300
-1,535
214
$4.94M 0.08%
147,588
-10,111
215
$4.93M 0.08%
47,300
+936
216
$4.93M 0.08%
8,436
-174
217
$4.88M 0.08%
268,965
218
$4.88M 0.07%
15,550
+1,683
219
$4.88M 0.07%
18,970
-284
220
$4.84M 0.07%
11,111
-212
221
$4.83M 0.07%
64,159
-2,425
222
$4.8M 0.07%
66,495
-1,360
223
$4.8M 0.07%
49,450
-628
224
$4.73M 0.07%
87,565
+17,680
225
$4.68M 0.07%
81,122
+5,452
7 8
9
10 11