CAM
Congress Asset Management Portfolio holdings
AUM
$14B
1-Year Est. Return
33.27%
This Fund
S&P 500
1 Year Est. Return
+33.27%
AUM
$14B
AUM Growth
-$255M
(-1.8%)
Holding
441
Top Buys
| 1 | +$107M | |
| 2 | +$95.5M | |
| 3 | +$91.5M | |
| 4 |
LivaNova
LIVN
|
+$82.2M |
| 5 |
MongoDB
MDB
|
+$67.3M |
Top Sells
| 1 | +$126M | |
| 2 | +$109M | |
| 3 | +$101M | |
| 4 |
Palo Alto Networks
PANW
|
+$90.8M |
| 5 |
Interface
TILE
|
+$62.3M |
Sector Composition
| 1 | Technology | 26.86% |
| 2 | Industrials | 20.72% |
| 3 | Consumer Discretionary | 12.93% |
| 4 | Healthcare | 12.92% |
| 5 | Financials | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.88T
| $438M | 3.14% |
2,510,028
-27,044
|
|
||
2
Apple
AAPL
$3.93T
| $414M | 2.97% |
1,631,485
-12,072
|
|
||
3
Alphabet (Google) Class A
GOOGL
$4.09T
| $303M | 2.17% |
1,054,554
-11,960
|
|
||
4
Microsoft
MSFT
$3.16T
| $236M | 1.69% |
638,107
-4,999
|
|
||
5
Broadcom
AVGO
$1.91T
| $235M | 1.68% |
757,731
+26,381
|
|
||
6
Costco
COST
$437B
| $215M | 1.54% |
216,024
-1,451
|
|
||
7
Arista Networks
ANET
$204B
| $213M | 1.52% |
1,732,854
-25,449
|
|
||
8
Sterling Infrastructure
STRL
$13.7B
| $202M | 1.45% |
497,098
+27,898
|
|
||
9
TJX Companies
TJX
$176B
| $192M | 1.38% |
1,203,988
-19,000
|
|
||
10
Amazon
AMZN
$2.74T
| $188M | 1.35% |
903,120
-4,182
|
|
||
11
Howmet Aerospace
HWM
$102B
| $184M | 1.32% |
796,404
-9,613
|
|
||
12
Eaton
ETN
$154B
| $180M | 1.29% |
503,728
-4,402
|
|
||
13
Meta Platforms (Facebook)
META
$1.74T
| $174M | 1.25% |
303,914
-1,611
|
|
||
14
GE Vernova
GEV
$266B
| $174M | 1.24% |
198,825
+7,163
|
|
||
15
Visa
V
$609B
| $170M | 1.22% |
562,093
-5,615
|
|
||
16
Goldman Sachs
GS
$271B
| $160M | 1.15% |
189,415
-66,900
|
|
||
17
Curtiss-Wright
CW
$26.8B
| $155M | 1.11% |
227,835
-42,050
|
|
||
18
Welltower
WELL
$150B
| $148M | 1.06% |
750,200
-3,130
|
|
||
19
TKO Group
TKO
$14.6B
| $147M | 1.05% |
727,806
+180,876
|
|
||
20
Intuitive Surgical
ISRG
$166B
| $144M | 1.03% |
312,410
-2,121
|
|
||
21
Parker-Hannifin
PH
$124B
| $143M | 1.02% |
159,176
-27,185
|
|
||
22
Modine Manufacturing
MOD
$12.6B
| $141M | 1.01% |
650,673
+81,820
|
|
||
23
O'Reilly Automotive
ORLY
$77.9B
| $141M | 1.01% |
1,524,657
-12,456
|
|
||
24
Martin Marietta Materials
MLM
$37.6B
| $140M | 1% |
237,971
-1,663
|
|
||
25
nVent Electric
NVT
$21.2B
| $133M | 0.95% |
1,121,791
-35,208
|
|