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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.31M 0.02%
172,011
+4,567
252
$2.3M 0.02%
+34,635
253
$2.28M 0.02%
52,992
+858
254
$2.24M 0.02%
12,302
+89
255
$2.21M 0.02%
36,171
+1,341
256
$2.21M 0.02%
93,708
+29
257
$2.2M 0.02%
108,296
+234
258
$2.15M 0.02%
13,734
+490
259
$2.12M 0.02%
27,146
-1,381
260
$2.01M 0.02%
33,795
+10
261
$2M 0.02%
12,774
+120
262
$1.98M 0.02%
36,005
+392
263
$1.98M 0.02%
7,298
+107
264
$1.96M 0.02%
9,460
+30
265
$1.94M 0.02%
62,253
+1,603
266
$1.93M 0.02%
+15,160
267
$1.9M 0.01%
29,025
+868
268
$1.85M 0.01%
73,296
+872
269
$1.84M 0.01%
33,317
+693
270
$1.84M 0.01%
27,876
+1,543
271
$1.83M 0.01%
+23,415
272
$1.82M 0.01%
16,047
+3,508
273
$1.77M 0.01%
58,282
+1,343
274
$1.76M 0.01%
11,135
+164
275
$1.74M 0.01%
6,117
+119
9 10
11
12 13