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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.27M 0.02%
237,878
+76
252
$3.18M 0.02%
381,046
+112
253
$3M 0.02%
+217,925
254
$2.89M 0.02%
53,780
+15
255
$2.82M 0.02%
141,926
+40
256
$2.8M 0.02%
108,330
+34
257
$2.6M 0.02%
+90,396
258
$2.58M 0.02%
12,625
+323
259
$2.55M 0.02%
+86,506
260
$2.53M 0.02%
13,738
+4
261
$2.53M 0.02%
+27,819
262
$2.46M 0.02%
52,915
-77
263
$2.44M 0.02%
36,505
+500
264
$2.36M 0.02%
36,182
+11
265
$2.32M 0.02%
62,272
+19
266
$2.31M 0.02%
33,804
+9
267
$2.31M 0.02%
172,070
+59
268
$2.23M 0.02%
93,737
+29
269
$2.2M 0.02%
7,517
+219
270
$2.17M 0.02%
+8,992
271
$2.14M 0.02%
160,184
+10,118
272
$2.14M 0.02%
27,146
273
$2.12M 0.02%
9,778
+318
274
$2.12M 0.02%
58,299
+17
275
$2.11M 0.02%
15,831
+671
9 10
11
12 13