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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.09M 0.04%
734,798
-18,480
227
$4.04M 0.04%
6,164
-656
228
$4.01M 0.04%
37,946
-6,062
229
$3.99M 0.04%
380,787
+3,933
230
$3.97M 0.04%
89,521
+719
231
$3.95M 0.04%
234,714
+2,182
232
$3.88M 0.04%
77,103
+11,998
233
$3.78M 0.04%
32,041
+13,853
234
$3.66M 0.04%
+80,536
235
$3.6M 0.04%
405,562
+3,190
236
$3.54M 0.04%
82,709
-3,788
237
$3.52M 0.04%
53,177
+8,908
238
$3.5M 0.04%
11,887
+1,887
239
$3.44M 0.03%
19,274
+3,377
240
$3.43M 0.03%
50,575
+611
241
$3.41M 0.03%
241,335
+2,742
242
$3.4M 0.03%
33,029
-1,560
243
$3.37M 0.03%
35,656
+55
244
$3.36M 0.03%
+43,358
245
$3.33M 0.03%
75,020
+782
246
$3.15M 0.03%
55,024
-99,362
247
$3.09M 0.03%
25,783
+4,351
248
$3.02M 0.03%
18,111
+2,683
249
$3M 0.03%
77,774
+574
250
$2.97M 0.03%
29,941
+4,709
8 9
10
11 12