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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.74M 0.03%
38,417
+2,588
252
$2.73M 0.03%
+91,950
253
$2.68M 0.03%
68,065
254
$2.66M 0.03%
52,179
255
$2.62M 0.03%
39,911
-1,346
256
$2.55M 0.03%
30,624
257
$2.48M 0.03%
173,425
258
$2.43M 0.03%
21,160
259
$2.28M 0.03%
197,390
260
$2.27M 0.03%
1,261,630
261
$2.26M 0.03%
58,398
262
$2.15M 0.03%
904,965
263
$2.14M 0.03%
21,600
-23
264
$2.12M 0.03%
45,836
265
$2.11M 0.03%
110,578
266
$2.1M 0.03%
56,658
267
$2.03M 0.03%
43,090
+23,530
268
$1.97M 0.03%
64,788
+40,975
269
$1.91M 0.02%
12,434
270
$1.84M 0.02%
21,406
271
$1.79M 0.02%
11,857
+93
272
$1.78M 0.02%
+60,130
273
$1.76M 0.02%
103,978
274
$1.63M 0.02%
97,567
275
$1.62M 0.02%
17,745
-778
9 10
11
12 13