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
$5.4B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.5M
3
+$4.45M
4
BWA icon
BorgWarner
BWA
+$3.37M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.07M

Top Sells

1
+$24.6M
2
+$8.35M
3
+$5.85M
4
AAPL icon
Apple
AAPL
+$4.25M
5
EL icon
Estee Lauder
EL
+$4.13M

Sector Composition

1 Technology 15.43%
2 Healthcare 10.71%
3 Financials 10.69%
4 Industrials 7.49%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$704K 0.01%
4,946
+150
427
$679K 0.01%
29,150
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58,217
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431
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436
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18,267
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23,585
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21,665
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439
$619K 0.01%
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443
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3,512
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65,056
-4,871
446
$592K 0.01%
9,300
447
$586K 0.01%
27,294
448
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7,500
-60
449
$581K 0.01%
10,000
450
$576K 0.01%
56,508
-11,791
16 17
18
19 20