CAM

Congress Asset Management Portfolio holdings

AUM $15B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
-$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$40.9M
3
+$39M
4
AKAM icon
Akamai
AKAM
+$25.2M
5
DORM icon
Dorman Products
DORM
+$22.2M

Top Sells

1
+$84.9M
2
+$50.1M
3
+$39.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$34.3M
5
GWW icon
W.W. Grainger
GWW
+$31.9M

Sector Composition

1 Technology 18.33%
2 Industrials 14.94%
3 Healthcare 14.38%
4 Consumer Discretionary 13.67%
5 Financials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-27,637
227
– –
-936,855
228
– –
-4,150
229
– –
-4,178
230
– –
-319,786
231
– –
-20,038
232
– –
-1,697
6 7 8 9
10