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
$3.88B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$58M
2 +$54M
3 +$29.8M
4
FL
Foot Locker
FL
+$28.2M
5
RHI icon
Robert Half
RHI
+$28M

Top Sells

1 +$47.1M
2 +$35.9M
3 +$29.6M
4
SWKS icon
Skyworks Solutions
SWKS
+$25.6M
5
WFM
Whole Foods Market Inc
WFM
+$25.3M

Sector Composition

1 Technology 19.15%
2 Consumer Discretionary 16.2%
3 Industrials 15.99%
4 Healthcare 14.19%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-141,337
227
-72,913
228
-29,986
229
-77,225
230
-6,732
231
-41,374
232
-5,313
233
-1,954
234
-11,000
235
-4,004