CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.33B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$48.1M
3
+$47.1M
4
SYK icon
Stryker
SYK
+$46.2M
5
CCI icon
Crown Castle
CCI
+$44.6M

Top Sells

1
+$57.7M
2
+$52.7M
3
+$48.6M
4
ABT icon
Abbott
ABT
+$42.5M
5
IDXX icon
Idexx Laboratories
IDXX
+$40M

Sector Composition

1 Technology 18.27%
2 Industrials 15.8%
3 Healthcare 14.31%
4 Consumer Discretionary 13.12%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-490,985
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-3,000
6 7 8 9
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