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
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$59.2M
3
+$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1
+$88.9M
2
+$88.1M
3
+$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.54M 0.03%
544,655
-9,227
252
$2.52M 0.03%
30,624
-502
253
$2.49M 0.03%
904,965
-15,090
254
$2.47M 0.03%
52,179
-872
255
$2.46M 0.03%
43,123
+8,939
256
$2.46M 0.03%
58,416
-979
257
$2.38M 0.03%
21,623
-3,587
258
$2.31M 0.03%
103,978
-1,775
259
$2.28M 0.03%
21,160
260
$2.18M 0.03%
12,434
-214
261
$2.16M 0.03%
82,375
-1,158
262
$2.16M 0.03%
20,721
-611
263
$2.15M 0.03%
50,528
+100
264
$2.13M 0.03%
+197,390
265
$2.08M 0.03%
56,658
-914
266
$2.07M 0.03%
51,982
-885
267
$2.06M 0.03%
45,836
-727
268
$1.98M 0.03%
19,855
-334
269
$1.86M 0.02%
+14,651
270
$1.85M 0.02%
110,578
-1,470
271
$1.8M 0.02%
21,406
-64
272
$1.64M 0.02%
5,774
-345
273
$1.64M 0.02%
18,523
+5,911
274
$1.58M 0.02%
97,567
-1,547
275
$1.57M 0.02%
147,198
-2,555
9 10
11
12 13