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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.58M 0.04%
97,501
+3,616
227
$4.26M 0.03%
202,328
-3,194
228
$4.21M 0.03%
44,547
-2,822
229
$4.21M 0.03%
38,521
-1,005
230
$4.08M 0.03%
40,038
+252
231
$4.01M 0.03%
728,812
+44,494
232
$3.98M 0.03%
59,361
+20
233
$3.76M 0.03%
59,848
+2,254
234
$3.71M 0.03%
75,956
-1,020
235
$3.69M 0.03%
125,838
-3,700
236
$3.68M 0.03%
240,595
+160
237
$3.63M 0.03%
160,624
+3,790
238
$3.55M 0.03%
27,420
+9
239
$3.46M 0.03%
226,584
+5,430
240
$3.35M 0.03%
45,831
+2,203
241
$3.31M 0.03%
123,102
-3,474
242
$3.28M 0.03%
+150,066
243
$3.23M 0.03%
48,265
-3,979
244
$3.18M 0.02%
64,839
+1,604
245
$3.17M 0.02%
237,802
+76
246
$2.99M 0.02%
53,765
+1,277
247
$2.94M 0.02%
141,886
+40
248
$2.91M 0.02%
70,755
+2,675
249
$2.83M 0.02%
380,934
+22,535
250
$2.5M 0.02%
382,651
+14,964
8 9
10
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