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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.03M 0.05%
1,282,520
+53,700
227
$2.96M 0.04%
27,523
-1,051
228
$2.94M 0.04%
25,214
+905
229
$2.94M 0.04%
125,765
-1,668
230
$2.92M 0.04%
103,754
-13,147
231
$2.9M 0.04%
34,293
-72
232
$2.89M 0.04%
127,114
-2,977
233
$2.86M 0.04%
28,842
-1,997
234
$2.83M 0.04%
46,408
+1,965
235
$2.83M 0.04%
63,435
+2,200
236
$2.81M 0.04%
133,725
-11,904
237
$2.8M 0.04%
36,373
-26,390
238
$2.8M 0.04%
89,215
+35,695
239
$2.78M 0.04%
121,825
-81,503
240
$2.77M 0.04%
+16,456
241
$2.73M 0.04%
140,294
+4,780
242
$2.73M 0.04%
123,357
-76,730
243
$2.69M 0.04%
+53,283
244
$2.69M 0.04%
152,811
-12,183
245
$2.68M 0.04%
59,353
+2,080
246
$2.65M 0.04%
170,919
+7,600
247
$2.6M 0.04%
+19,845
248
$2.57M 0.04%
119,201
-602
249
$2.56M 0.04%
52,767
-231,239
250
$2.46M 0.04%
32,177
+1,355
8 9
10
11 12