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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.36M 0.04%
101,243
+3,742
227
$5.12M 0.04%
26,226
-577
228
$5.1M 0.04%
358,090
+117,495
229
$5.1M 0.04%
10,735
+7,462
230
$4.89M 0.04%
193,035
+667
231
$4.64M 0.04%
59,378
+17
232
$4.44M 0.03%
+52,075
233
$4.42M 0.03%
38,594
+73
234
$4.41M 0.03%
46,340
+1,793
235
$4.38M 0.03%
92,709
+27,870
236
$4.22M 0.03%
59,866
+18
237
$4.19M 0.03%
235,067
+74,443
238
$4.04M 0.03%
125,880
+42
239
$3.94M 0.03%
32,127
-9,952
240
$3.89M 0.03%
64,330
+18,499
241
$3.83M 0.03%
28,587
-26,010
242
$3.83M 0.03%
41,771
+29,573
243
$3.81M 0.03%
729,029
+217
244
$3.76M 0.03%
53,716
+5,451
245
$3.74M 0.03%
123,138
+36
246
$3.68M 0.03%
261,660
+59,332
247
$3.67M 0.03%
226,653
+69
248
$3.66M 0.03%
+51,623
249
$3.62M 0.03%
75,848
-108
250
$3.6M 0.03%
27,428
+8
8 9
10
11 12