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
651
$173K ﹤0.01%
20,302
-1,470
652
$172K ﹤0.01%
66,603
-5,366
653
$154K ﹤0.01%
10,087
-1,905
654
$150K ﹤0.01%
18,261
+54
655
$140K ﹤0.01%
10,000
656
$132K ﹤0.01%
14,834
657
$132K ﹤0.01%
16,826
-1,078
658
$128K ﹤0.01%
23,927
-4,662
659
$124K ﹤0.01%
11,997
-989
660
$121K ﹤0.01%
11,619
661
$119K ﹤0.01%
10,000
662
$116K ﹤0.01%
10,311
-206
663
$116K ﹤0.01%
15,438
664
$116K ﹤0.01%
14,173
665
$112K ﹤0.01%
10,000
666
$111K ﹤0.01%
13,006
667
$100K ﹤0.01%
64,934
+7,000
668
$99K ﹤0.01%
12,646
-181
669
$99K ﹤0.01%
16,961
670
$97K ﹤0.01%
22,889
671
$93K ﹤0.01%
+12,150
672
$92K ﹤0.01%
925
673
$91K ﹤0.01%
19,185
-3,000
674
$80K ﹤0.01%
16,429
675
$76K ﹤0.01%
10,727
-2,271
25 26
27
28 29