CAM
Congress Asset Management Portfolio holdings
AUM
$14B
1-Year Est. Return
33.27%
This Fund
S&P 500
1 Year Est. Return
+33.27%
AUM
$14B
AUM Growth
-$255M
(-1.8%)
Holding
441
Top Buys
| 1 | +$107M | |
| 2 | +$95.5M | |
| 3 | +$91.5M | |
| 4 |
LivaNova
LIVN
|
+$82.2M |
| 5 |
MongoDB
MDB
|
+$67.3M |
Top Sells
| 1 | +$126M | |
| 2 | +$109M | |
| 3 | +$101M | |
| 4 |
Palo Alto Networks
PANW
|
+$90.8M |
| 5 |
Interface
TILE
|
+$62.3M |
Sector Composition
| 1 | Technology | 26.86% |
| 2 | Industrials | 20.72% |
| 3 | Consumer Discretionary | 12.93% |
| 4 | Healthcare | 12.92% |
| 5 | Financials | 8.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Federated Hermes
FHI
$4.3B
| $4.75M | 0.03% |
83,790
+11,487
|
|
||
252
Alphatec Holdings
ATEC
$1.68B
| $4.74M | 0.03% |
435,715
+62,152
|
|
||
253
Matador Resources
MTDR
$6.91B
| $4.67M | 0.03% |
73,972
+10,262
|
|
||
254
Artivion
AORT
$1.83B
| $4.65M | 0.03% |
+127,103
|
|
||
255
Helios Technologies
HLIO
$2.28B
| $4.55M | 0.03% |
70,353
+9,812
|
|
||
256
Commercial Metals
CMC
$7.34B
| $4.53M | 0.03% |
73,821
+10,602
|
|
||
257
Nomad Foods
NOMD
$1.38B
| $4.05M | 0.03% |
421,358
+110,261
|
|
||
258
Fortinet
FTNT
$60.6B
| $3.95M | 0.03% |
48,388
-3,295
|
|
||
259
Plexus
PLXS
$6.12B
| $3.9M | 0.03% |
19,255
+2,556
|
|
||
260
Hecla Mining
HL
$13.1B
| $3.85M | 0.03% |
206,892
-533,454
|
|
||
261
Baker Hughes
BKR
$59.3B
| $3.79M | 0.03% |
62,114
-2,410
|
|
||
262
Avista
AVA
$3.45B
| $3.7M | 0.03% |
92,177
+13,215
|
|
||
|
BBT
263
Beacon Financial Corp
BBT
$2.72B
| $3.64M | 0.03% |
121,323
+17,298
|
|
||
264
Acadia Pharmaceuticals
ACAD
$3.78B
| $3.58M | 0.03% |
+160,794
|
|
||
265
CleanSpark
CLSK
$3.06B
| $3.53M | 0.03% |
415,223
+55,959
|
|
||
266
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $3.51M | 0.03% |
64,872
-106
|
|
||
267
SM Energy
SM
$6.23B
| $3.5M | 0.03% |
112,279
+13,355
|
|
||
|
CDNL
268
Cardinal Infrastructure Group
CDNL
$790M
| $3.46M | 0.02% |
+87,372
|
|
||
269
Congress SMid Growth ETF
CSMD
$442M
| $3.36M | 0.02% |
109,277
+27,170
|
|
||
270
MoonLake Immunotherapeutics
MLTX
$1.32B
| $3.33M | 0.02% |
178,555
+107,459
|
|
||
271
Alerian MLP ETF
AMLP
$11.8B
| $3.19M | 0.02% |
60,576
-9,794
|
|
||
272
Stride
LRN
$4.19B
| $3.19M | 0.02% |
+36,138
|
|
||
273
Procter & Gamble
PG
$341B
| $3.08M | 0.02% |
21,327
-6,968
|
|
||
274
CVR Energy
CVI
$2.96B
| $3.05M | 0.02% |
90,726
+12,950
|
|
||
275
Korn Ferry
KFY
$3.41B
| $3.03M | 0.02% |
48,167
+7,866
|
|