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
$12B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$85.6M
3
+$28.3M
4
DXCM icon
DexCom
DXCM
+$12M
5
ONTO icon
Onto Innovation
ONTO
+$11.8M

Top Sells

1
+$88.8M
2
+$78.9M
3
+$45.3M
4
GNRC icon
Generac Holdings
GNRC
+$34.5M
5
LW icon
Lamb Weston
LW
+$32.5M

Sector Composition

1 Technology 27.88%
2 Healthcare 19.55%
3 Industrials 15.3%
4 Consumer Discretionary 11%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.65M 0.02%
24,928
+1,480
252
$2.63M 0.02%
+156,834
253
$2.57M 0.02%
12,893
-43,916
254
$2.55M 0.02%
52,488
+8,050
255
$2.54M 0.02%
+334,906
256
$2.52M 0.02%
34,830
+5,316
257
$2.45M 0.02%
33,785
-4,200
258
$2.44M 0.02%
358,399
+255,629
259
$2.39M 0.02%
367,687
+56,627
260
$2.3M 0.02%
167,444
+25,559
261
$2.27M 0.02%
28,157
+932
262
$2.25M 0.02%
28,527
+1,207
263
$2.21M 0.02%
93,679
+14,342
264
$2.2M 0.02%
52,134
+7,599
265
$2.13M 0.02%
12,213
-52
266
$2.08M 0.02%
27,299
-141,464
267
$1.98M 0.02%
9,430
-129
268
$1.97M 0.02%
13,955
+30
269
$1.97M 0.02%
108,062
+16,387
270
$1.97M 0.02%
60,650
+9,265
271
$1.96M 0.02%
13,244
+2,021
272
$1.8M 0.02%
32,624
-196
273
$1.77M 0.01%
26,333
-5,429
274
$1.75M 0.01%
56,939
+8,714
275
$1.74M 0.01%
7,191
+90
9 10
11
12 13