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
$8.41B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$95.5M
3
+$94.6M
4
WST icon
West Pharmaceutical
WST
+$92.8M
5
LULU icon
lululemon athletica
LULU
+$68.2M

Top Sells

1
+$70.1M
2
+$68.7M
3
+$60.1M
4
HON icon
Honeywell
HON
+$50.9M
5
MSI icon
Motorola Solutions
MSI
+$49M

Sector Composition

1 Technology 29.18%
2 Healthcare 17.43%
3 Industrials 15.52%
4 Consumer Discretionary 10.98%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.09M 0.02%
43,477
+1,100
227
$2.07M 0.02%
34,010
-275
228
$2.07M 0.02%
+33,955
229
$2.06M 0.02%
10,403
+780
230
$2M 0.02%
19,760
+3,575
231
$1.97M 0.02%
47,206
+1,130
232
$1.9M 0.02%
19,504
+2,001
233
$1.76M 0.02%
70,205
+1,620
234
$1.75M 0.02%
+43,060
235
$1.74M 0.02%
26,519
+630
236
$1.72M 0.02%
64,225
+1,410
237
$1.72M 0.02%
+42,165
238
$1.67M 0.02%
21,250
+4,197
239
$1.58M 0.02%
137,900
+2,875
240
$1.56M 0.02%
+303,420
241
$1.43M 0.02%
182,523
-71,705
242
$1.37M 0.02%
126,195
+3,310
243
$1.37M 0.02%
61,085
+1,515
244
$1.33M 0.02%
10,083
+210
245
$1.33M 0.02%
5,840
-1,096
246
$1.29M 0.02%
2,580
-475
247
$1.24M 0.01%
21,068
+5,305
248
$1.23M 0.01%
6,681
-2,122
249
$1.21M 0.01%
16,525
+375
250
$1.2M 0.01%
3,884
-1,842
8 9
10
11 12