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
526
$372K 0.01%
15,279
-241
527
$368K 0.01%
5,491
+231
528
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7,505
529
$359K 0.01%
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530
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531
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532
$348K 0.01%
8,431
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533
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534
$347K 0.01%
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-5,716
535
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536
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537
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538
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539
$340K 0.01%
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$338K 0.01%
26,745
-19
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544
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19,125
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$326K 0.01%
7,720
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547
$325K 0.01%
5,705
548
$322K 0.01%
13,057
549
$321K 0.01%
9,174
-44
550
$320K 0.01%
9,600
20 21
22
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