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
$10.6B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$114M
3
+$78.9M
4
ENTG icon
Entegris
ENTG
+$65.5M
5
HII icon
Huntington Ingalls Industries
HII
+$18.2M

Top Sells

1
+$108M
2
+$85M
3
+$57M
4
GNRC icon
Generac Holdings
GNRC
+$39.4M
5
ETSY icon
Etsy
ETSY
+$24.4M

Sector Composition

1 Technology 30.17%
2 Healthcare 18.02%
3 Industrials 15.74%
4 Consumer Discretionary 10.03%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.57M 0.02%
41,775
-1,675
227
$2.56M 0.02%
16,695
+170
228
$2.44M 0.02%
35,805
-3,923
229
$2.42M 0.02%
165,770
+1,795
230
$2.42M 0.02%
39,106
-155
231
$2.36M 0.02%
38,807
+660
232
$2.31M 0.02%
+17,598
233
$2.27M 0.02%
19,430
-330
234
$2.23M 0.02%
30,545
-975
235
$2.23M 0.02%
21,358
+2,082
236
$2.21M 0.02%
42,727
-750
237
$2.11M 0.02%
113,383
-2,525
238
$2.02M 0.02%
17,754
-1,481
239
$2.02M 0.02%
23,325
-26,425
240
$1.98M 0.02%
62,135
-1,180
241
$1.98M 0.02%
52,070
-975
242
$1.82M 0.02%
+42,675
243
$1.8M 0.02%
39,540
-323
244
$1.75M 0.02%
179,218
-3,305
245
$1.74M 0.02%
8,507
+1,347
246
$1.7M 0.02%
6,191
-395,359
247
$1.67M 0.02%
26,069
-450
248
$1.64M 0.02%
136,248
-2,110
249
$1.64M 0.02%
63,565
-660
250
$1.6M 0.02%
5,951
+823
8 9
10
11 12