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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.6M 0.05%
70,362
+2,036
227
$3.57M 0.05%
42,549
228
$3.43M 0.04%
68,642
+114
229
$3.39M 0.04%
55,870
+2,677
230
$3.35M 0.04%
62,417
231
$3.33M 0.04%
61,469
+2,456
232
$3.3M 0.04%
64,220
+31,173
233
$3.28M 0.04%
104,370
234
$3.24M 0.04%
54,387
+1,725
235
$3.23M 0.04%
19,915
+5,264
236
$3.18M 0.04%
24,795
237
$3.14M 0.04%
32,952
+1,296
238
$3.13M 0.04%
45,148
+2,025
239
$3.09M 0.04%
70,297
+5,491
240
$3.02M 0.04%
46,772
+5,121
241
$3.02M 0.04%
68,140
+2,554
242
$3M 0.04%
132,298
+4,071
243
$2.98M 0.04%
+60,323
244
$2.92M 0.04%
60,460
-12,698
245
$2.87M 0.04%
137,887
246
$2.87M 0.04%
58,416
247
$2.84M 0.04%
31,652
248
$2.83M 0.04%
54,128
+45,857
249
$2.79M 0.04%
17,759
+14,319
250
$2.79M 0.04%
135,240
8 9
10
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