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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.76M 0.03%
41,084
-2,744
227
$3.69M 0.03%
15,419
-38,757
228
$3.6M 0.03%
22,803
+5,205
229
$3.6M 0.03%
42,410
+7,090
230
$3.4M 0.03%
185,655
+19,885
231
$3.36M 0.03%
104,865
+52,795
232
$3.31M 0.03%
23,265
+1,907
233
$3.26M 0.03%
48,800
+7,025
234
$3.13M 0.03%
40,112
+7,295
235
$3.11M 0.03%
109,759
+77,125
236
$3.04M 0.03%
44,277
+5,470
237
$3.01M 0.03%
23,220
+3,790
238
$2.94M 0.03%
+170,302
239
$2.86M 0.03%
121,958
-14,290
240
$2.83M 0.03%
+87,085
241
$2.77M 0.03%
201,278
+22,060
242
$2.74M 0.02%
44,126
+5,020
243
$2.69M 0.02%
47,467
+4,740
244
$2.6M 0.02%
37,985
-6,795
245
$2.52M 0.02%
44,438
+4,898
246
$2.51M 0.02%
114,810
-53,780
247
$2.49M 0.02%
40,375
+7,365
248
$2.49M 0.02%
57,590
+14,915
249
$2.42M 0.02%
+57,640
250
$2.36M 0.02%
83,800
+21,665
8 9
10
11 12