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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$87.9M
3
+$87.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.5M
5
DIS icon
Walt Disney
DIS
+$54.7M

Top Sells

1
+$85.3M
2
+$78.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.16M 0.03%
122,861
-12,379
252
$2.14M 0.03%
21,600
253
$2.14M 0.03%
41,641
-4,195
254
$2.04M 0.03%
11,296
-1,138
255
$2.02M 0.03%
1,146,150
-115,480
256
$1.95M 0.03%
100,455
-10,123
257
$1.87M 0.02%
822,180
-82,785
258
$1.81M 0.02%
20,759
-9,865
259
$1.8M 0.02%
17,346
-399
260
$1.77M 0.02%
43,090
261
$1.77M 0.02%
+20,820
262
$1.74M 0.02%
11,430
-427
263
$1.71M 0.02%
38,859
264
$1.58M 0.02%
51,473
-5,185
265
$1.53M 0.02%
94,478
-9,500
266
$1.52M 0.02%
132,178
267
$1.52M 0.02%
58,868
-5,920
268
$1.44M 0.02%
287,715
+110,260
269
$1.42M 0.02%
44,249
-116,105
270
$1.41M 0.02%
88,793
-8,774
271
$1.35M 0.02%
+7,900
272
$1.25M 0.02%
4
273
$1.22M 0.02%
21,640
274
$1.19M 0.02%
+35,080
275
$1.19M 0.02%
+54,105
9 10
11
12 13