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
$9.33B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$99.7M
3
+$42.8M
4
AVAV icon
AeroVironment
AVAV
+$14.3M
5
MSFT icon
Microsoft
MSFT
+$10.5M

Top Sells

1
+$347M
2
+$125M
3
+$104M
4
ETSY icon
Etsy
ETSY
+$83.6M
5
BURL icon
Burlington
BURL
+$65.1M

Sector Composition

1 Technology 29.13%
2 Healthcare 18.41%
3 Industrials 15.21%
4 Consumer Discretionary 12%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.49M 0.03%
374,967
+4,608
252
$2.48M 0.03%
15,897
+2,445
253
$2.47M 0.03%
130,276
+1,386
254
$2.47M 0.03%
146,333
+1,477
255
$2.44M 0.03%
12,116
-18,513
256
$2.42M 0.03%
49,282
+9,277
257
$2.36M 0.03%
14,487
+3,242
258
$2.29M 0.02%
10,000
+2,135
259
$2.29M 0.02%
17,830
+1
260
$2.24M 0.02%
21,432
+3,836
261
$2.22M 0.02%
17,859
-75,794
262
$2.21M 0.02%
25,232
+5,749
263
$2.17M 0.02%
11,462
-22,123
264
$2.15M 0.02%
15,428
+4,161
265
$2.13M 0.02%
53,820
+538
266
$2.12M 0.02%
59,649
-4,789
267
$2.09M 0.02%
72,141
+827
268
$2.08M 0.02%
128,693
-121,173
269
$2.08M 0.02%
198,761
+2,220
270
$2M 0.02%
119,408
+1,471
271
$1.94M 0.02%
5,432
-3,891
272
$1.9M 0.02%
82,560
-4,832
273
$1.89M 0.02%
+98,036
274
$1.86M 0.02%
21,253
+930
275
$1.77M 0.02%
152,655
+1,796
9 10
11
12 13