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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.43M 0.04%
44,545
-3,646
252
$2.42M 0.04%
28,955
+7,165
253
$2.4M 0.04%
69,662
+2,420
254
$2.37M 0.04%
31,126
+965
255
$2.37M 0.04%
11,454
+385
256
$2.35M 0.04%
+37,246
257
$2.32M 0.03%
25,210
258
$2.29M 0.03%
38,941
+6,468
259
$2.21M 0.03%
83,533
+2,885
260
$2.18M 0.03%
53,051
+1,845
261
$2.14M 0.03%
30,863
+17,733
262
$2.12M 0.03%
+15,843
263
$2.09M 0.03%
59,395
+1,920
264
$2.07M 0.03%
920,055
+38,535
265
$2.04M 0.03%
105,753
+3,350
266
$2.03M 0.03%
30,176
-2,784
267
$1.97M 0.03%
57,114
-2,676
268
$1.96M 0.03%
21,332
+306
269
$1.93M 0.03%
52,867
+1,820
270
$1.92M 0.03%
50,428
271
$1.92M 0.03%
57,572
+1,845
272
$1.89M 0.03%
34,184
-5,061
273
$1.88M 0.03%
20,189
+935
274
$1.86M 0.03%
553,882
+140,485
275
$1.85M 0.03%
12,648
+546
9 10
11
12 13