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
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$59.2M
3
+$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1
+$88.9M
2
+$88.1M
3
+$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.26M 0.04%
113,522
+5,834
227
$3.24M 0.04%
337,758
-5,575
228
$3.21M 0.04%
62,417
-1,018
229
$3.18M 0.04%
45,643
-765
230
$3.08M 0.04%
31,656
-6,685
231
$3.06M 0.04%
64,806
+11,523
232
$3.06M 0.04%
104,370
-1,778
233
$3.04M 0.04%
31,873
-2,607
234
$3.02M 0.04%
68,065
-1,137
235
$2.95M 0.04%
52,662
-961
236
$2.9M 0.04%
1,261,630
-20,890
237
$2.85M 0.04%
137,887
-2,407
238
$2.83M 0.04%
24,795
-419
239
$2.82M 0.04%
68,528
-1,134
240
$2.81M 0.04%
35,829
+1,536
241
$2.78M 0.04%
59,013
-15,333
242
$2.76M 0.04%
88,115
-1,100
243
$2.75M 0.04%
173,425
+88,670
244
$2.68M 0.04%
41,257
+2,316
245
$2.67M 0.03%
11,271
-183
246
$2.62M 0.03%
58,398
-955
247
$2.6M 0.03%
31,652
-525
248
$2.6M 0.03%
65,586
+8,472
249
$2.57M 0.03%
31,563
+3,636
250
$2.54M 0.03%
41,651
+21,424
8 9
10
11 12