CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
1-Year Return
27.13%
This Quarter Return
+3.73%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$3.94B
AUM Growth
-$59.5M
(-1.5%)
Cap. Flow
-$204M
Cap. Flow
% of AUM
-5.18%
Top 10 Holdings %
Top 10 Hldgs %
19.39%
Holding
257
New
16
Increased
108
Reduced
92
Closed
15
Top Buys
| 1 |
Booking.com
BKNG
|
$56.3M |
| 2 |
Ecolab
ECL
|
$46.3M |
| 3 |
Costco
COST
|
$42.7M |
| 4 |
W.W. Grainger
GWW
|
$39.7M |
| 5 |
Under Armour
UAA
|
$35.8M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$78.6M |
| 2 |
Chipotle Mexican Grill
CMG
|
$75.4M |
| 3 |
Cummins
CMI
|
$55.3M |
| 4 |
RTX Corp
RTX
|
$36.8M |
| 5 |
Mondelez International
MDLZ
|
$33.6M |
Sector Composition
| 1 | Industrials | 16.05% |
| 2 | Technology | 14.65% |
| 3 | Consumer Discretionary | 12.36% |
| 4 | Healthcare | 11.58% |
| 5 | Financials | 11.06% |
