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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.46M 0.04%
61,222
-1,364
227
$4.18M 0.04%
33,585
+627
228
$4.15M 0.04%
100,465
-22,878
229
$4.12M 0.04%
245,372
+4
230
$4.08M 0.04%
15,000
231
$3.96M 0.04%
240,578
+4,246
232
$3.93M 0.04%
129,230
-59,178
233
$3.88M 0.04%
199,016
+1,316
234
$3.87M 0.04%
88,207
+51,843
235
$3.85M 0.04%
+262,339
236
$3.83M 0.04%
49,392
-657
237
$3.82M 0.04%
7,036
-1,049
238
$3.52M 0.03%
9,323
+4,298
239
$3.51M 0.03%
10,008
+1,241
240
$3.44M 0.03%
130,005
-5,942
241
$3.28M 0.03%
50,848
-53,742
242
$3.22M 0.03%
54,747
+20,530
243
$3.18M 0.03%
19,604
-291,660
244
$3.15M 0.03%
34,094
-681
245
$3.15M 0.03%
65,073
246
$3.14M 0.03%
235,935
+2
247
$3.1M 0.03%
370,359
+2,990
248
$3.08M 0.03%
90,195
+296
249
$3.06M 0.03%
73,558
-993
250
$2.92M 0.03%
744,827
+7,893
8 9
10
11 12