CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.81B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$14.3M
3 +$10.6M
4
URI icon
United Rentals
URI
+$5.19M
5
CBRL icon
Cracker Barrel
CBRL
+$4.9M

Top Sells

1 +$13.4M
2 +$4.69M
3 +$4.26M
4
UTHR icon
United Therapeutics
UTHR
+$4.23M
5
CLB icon
Core Laboratories
CLB
+$4.05M

Sector Composition

1 Industrials 15.08%
2 Healthcare 13.81%
3 Financials 11.69%
4 Consumer Discretionary 11.66%
5 Technology 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-185,479
227
-35,935