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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.78M 0.04%
25,210
+23
252
$2.73M 0.04%
11,069
+1,015
253
$2.72M 0.04%
12,102
+1,148
254
$2.72M 0.04%
227,780
+22,585
255
$2.7M 0.04%
67,242
+7,266
256
$2.67M 0.03%
57,983
-49,060
257
$2.66M 0.03%
56,569
+5,165
258
$2.65M 0.03%
+74,900
259
$2.54M 0.03%
102,403
+10,975
260
$2.47M 0.03%
57,540
-542
261
$2.44M 0.03%
35,186
-31,113
262
$2.44M 0.03%
30,822
+2,855
263
$2.43M 0.03%
55,727
+5,985
264
$2.41M 0.03%
143,478
+56,880
265
$2.34M 0.03%
27,077
-54,870
266
$2.29M 0.03%
51,047
+4,620
267
$2.26M 0.03%
30,161
+3,235
268
$2.21M 0.03%
32,473
269
$2.2M 0.03%
21,480
+21
270
$2.17M 0.03%
13,914
-6,784
271
$2.17M 0.03%
57,475
+5,345
272
$2.1M 0.03%
53,520
+5,715
273
$2.08M 0.03%
209,931
+136,821
274
$2.07M 0.03%
50,428
-1,434
275
$2.03M 0.03%
95,614
+8,745
9 10
11
12 13