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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.29M 0.02%
19,212
+1,458
252
$2.25M 0.02%
29,780
+9,860
253
$2.21M 0.02%
+27,225
254
$2.2M 0.02%
23,448
+2,540
255
$2.18M 0.02%
29,514
+3,445
256
$2.1M 0.02%
31,762
-4,043
257
$2.07M 0.02%
27,320
-3,225
258
$2.04M 0.02%
+135,844
259
$2.03M 0.02%
12,265
+1,908
260
$2.02M 0.02%
7,663
-844
261
$2.01M 0.02%
19,190
-4,135
262
$1.93M 0.02%
79,337
+8,830
263
$1.92M 0.02%
13,925
+3,099
264
$1.9M 0.02%
1,578
+304
265
$1.87M 0.02%
+32,820
266
$1.84M 0.02%
311,060
+32,980
267
$1.83M 0.02%
141,885
+16,430
268
$1.82M 0.02%
44,535
+4,925
269
$1.76M 0.02%
9,559
+1,293
270
$1.75M 0.02%
7,210
-41,885
271
$1.74M 0.02%
11,223
+1,220
272
$1.63M 0.01%
7,101
+1,150
273
$1.6M 0.01%
3,216
+612
274
$1.6M 0.01%
35,588
+7,718
275
$1.55M 0.01%
5,927
+1,213
9 10
11
12 13