CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.58M 0.04%
464,946
-2,035
227
$5.57M 0.04%
1,054,285
-76,802
228
$5.55M 0.04%
126,226
-1,372
229
$5.49M 0.04%
48,662
-1,779
230
$5.21M 0.03%
61,647
-233
231
$5.1M 0.03%
426,888
-4,407
232
$5.06M 0.03%
348,945
-971
233
$5.03M 0.03%
53,949
-333
234
$4.91M 0.03%
60,252
-639
235
$4.51M 0.03%
+132,160
236
$4.44M 0.03%
87,174
+1,472
237
$4.41M 0.03%
68,110
-294
238
$4.31M 0.03%
158,574
-615
239
$4.23M 0.03%
321,552
-52,593
240
$4.09M 0.03%
128,495
-218
241
$4.07M 0.03%
+85,853
242
$3.93M 0.03%
68,573
-277
243
$3.77M 0.03%
380,038
+2,975
244
$3.69M 0.02%
384,308
-79
245
$3.65M 0.02%
138,711
-3,282
246
$3.65M 0.02%
70,246
+630
247
$3.64M 0.02%
67,259
-1,523
248
$3.58M 0.02%
35,271
+300
249
$3.56M 0.02%
72,993
-135,249
250
$3.49M 0.02%
74,303
-1,350
8 9
10
11 12