CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.23B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$58.7M
3
+$46.3M
4
CHKP icon
Check Point Software Technologies
CHKP
+$45.8M
5
AYI icon
Acuity Brands
AYI
+$14.8M

Top Sells

1
+$56.5M
2
+$52.5M
3
+$50M
4
BMY icon
Bristol-Myers Squibb
BMY
+$28.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$20.1M

Sector Composition

1 Technology 20.44%
2 Industrials 18.17%
3 Healthcare 14.21%
4 Consumer Discretionary 13.2%
5 Financials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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