CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Holding
413
Top Buys
| 1 | +$84.1M | |
| 2 | +$77.8M | |
| 3 | +$70.9M | |
| 4 |
Modine Manufacturing
MOD
|
+$67.9M |
| 5 |
Viking Holdings
VIK
|
+$65M |
Top Sells
| 1 | +$107M | |
| 2 | +$78.8M | |
| 3 | +$75.4M | |
| 4 |
Trade Desk
TTD
|
+$71M |
| 5 |
Deckers Outdoor
DECK
|
+$70.5M |
Sector Composition
| 1 | Technology | 33.81% |
| 2 | Industrials | 16.94% |
| 3 | Consumer Discretionary | 11.31% |
| 4 | Healthcare | 9.91% |
| 5 | Financials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.37T
| $492M | 3.27% |
2,635,985
-13,807
|
|
||
2
Apple
AAPL
$4.18T
| $360M | 2.4% |
1,414,488
-7,189
|
|
||
3
Microsoft
MSFT
$3.62T
| $341M | 2.27% |
658,099
-4,003
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.8T
| $264M | 1.75% |
1,084,088
-8,372
|
|
||
5
Arista Networks
ANET
$161B
| $262M | 1.74% |
1,797,696
-21,024
|
|
||
6
Meta Platforms (Facebook)
META
$1.62T
| $249M | 1.66% |
339,671
-1,623
|
|
||
7
Broadcom
AVGO
$1.82T
| $243M | 1.62% |
737,765
+36
|
|
||
8
Goldman Sachs
GS
$243B
| $208M | 1.38% |
260,704
-2,038
|
|
||
9
Costco
COST
$404B
| $206M | 1.37% |
222,685
-1,679
|
|
||
10
Amazon
AMZN
$2.5T
| $203M | 1.35% |
924,236
+5,950
|
|
||
11
Ollie's Bargain Outlet
OLLI
$7.46B
| $199M | 1.32% |
1,549,935
-164,826
|
|
||
12
Visa
V
$638B
| $197M | 1.31% |
577,903
-4,108
|
|
||
13
Eaton
ETN
$132B
| $194M | 1.29% |
519,670
-4,858
|
|
||
14
TJX Companies
TJX
$168B
| $180M | 1.2% |
1,244,635
+23,075
|
|
||
15
Sterling Infrastructure
STRL
$9.85B
| $173M | 1.15% |
509,344
-38,344
|
|
||
16
O'Reilly Automotive
ORLY
$85.5B
| $169M | 1.12% |
1,567,290
-13,194
|
|
||
17
Netflix
NFLX
$462B
| $168M | 1.12% |
1,400,520
+4,450
|
|
||
18
Boston Scientific
BSX
$150B
| $164M | 1.09% |
1,684,077
-17,493
|
|
||
19
Curtiss-Wright
CW
$20.1B
| $164M | 1.09% |
301,259
-24,519
|
|
||
20
Howmet Aerospace
HWM
$80B
| $162M | 1.08% |
825,622
-323,750
|
|
||
21
Dynatrace
DT
$13.5B
| $161M | 1.07% |
3,331,422
+212,607
|
|
||
22
ServiceNow
NOW
$171B
| $161M | 1.07% |
174,579
-1,455
|
|
||
23
Cintas
CTAS
$74.5B
| $159M | 1.06% |
774,096
-6,419
|
|
||
24
Home Depot
HD
$356B
| $159M | 1.05% |
391,241
-2,333
|
|
||
25
Dell
DELL
$88.5B
| $156M | 1.04% |
1,102,753
+26,098
|
|