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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.57M 0.05%
+12,870
227
$3.56M 0.05%
28,574
-4,919
228
$3.54M 0.05%
27,832
+2,720
229
$3.49M 0.05%
+60,130
230
$3.47M 0.04%
34,163
+3,055
231
$3.45M 0.04%
281,245
+27,170
232
$3.44M 0.04%
32,960
+878
233
$3.43M 0.04%
+1,228,820
234
$3.36M 0.04%
57,273
+5,600
235
$3.23M 0.04%
80,648
+7,765
236
$3.23M 0.04%
135,514
+11,558
237
$3.21M 0.04%
127,433
+1,361
238
$3.21M 0.04%
59,790
+1,289
239
$3.17M 0.04%
44,249
+3,975
240
$3.16M 0.04%
61,235
+5,830
241
$3.12M 0.04%
98,846
-190
242
$3.12M 0.04%
66,757
+19,270
243
$3.07M 0.04%
41,687
+4,083
244
$3.04M 0.04%
119,803
-1,237
245
$3M 0.04%
24,309
+2,394
246
$2.97M 0.04%
156,033
+16,775
247
$2.96M 0.04%
+39,245
248
$2.87M 0.04%
44,443
+4,175
249
$2.86M 0.04%
25,350
-4,500
250
$2.79M 0.04%
41,122
-29,534
8 9
10
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