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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$87.9M
3
+$87.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.5M
5
DIS icon
Walt Disney
DIS
+$54.7M

Top Sells

1
+$85.3M
2
+$78.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.34M 0.04%
63,813
+3,353
227
$3.32M 0.04%
78,800
-7,935
228
$3.16M 0.04%
193,025
+415
229
$3.12M 0.04%
112,270
-11,305
230
$3.09M 0.04%
126,116
-13,050
231
$3.07M 0.04%
16,883
-11,490
232
$3.05M 0.04%
22,535
-2,260
233
$2.95M 0.04%
75,887
+5,590
234
$2.83M 0.04%
60,606
+6,478
235
$2.82M 0.04%
138,178
+5,880
236
$2.81M 0.04%
92,297
-39,520
237
$2.75M 0.04%
62,392
-6,250
238
$2.74M 0.04%
42,030
+2,119
239
$2.73M 0.04%
168,525
+78,425
240
$2.71M 0.03%
53,076
-5,340
241
$2.67M 0.03%
+70,060
242
$2.67M 0.03%
34,627
+1,675
243
$2.64M 0.03%
61,840
-6,225
244
$2.64M 0.03%
21,000
-160
245
$2.62M 0.03%
28,757
-2,895
246
$2.57M 0.03%
179,325
-18,065
247
$2.56M 0.03%
+73,722
248
$2.54M 0.03%
40,977
+2,560
249
$2.39M 0.03%
157,605
-15,820
250
$2.31M 0.03%
53,058
-5,340
8 9
10
11 12