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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.95M 0.03%
87,634
-9,569
252
$2.94M 0.03%
14,651
-1,074
253
$2.93M 0.03%
59,216
+9,934
254
$2.9M 0.03%
60,090
+441
255
$2.84M 0.03%
112,271
+14,235
256
$2.82M 0.03%
249,192
+2,627
257
$2.79M 0.03%
10,000
-5,000
258
$2.71M 0.03%
16,012
+2,634
259
$2.64M 0.03%
20,344
+3,744
260
$2.64M 0.03%
44,889
-2,530
261
$2.62M 0.03%
131,498
+1,222
262
$2.62M 0.03%
+45,219
263
$2.54M 0.03%
+84,278
264
$2.53M 0.03%
10,127
-1,989
265
$2.51M 0.03%
+19,545
266
$2.45M 0.02%
8,787
+994
267
$2.44M 0.02%
29,594
+4,363
268
$2.41M 0.02%
68,756
+31,815
269
$2.41M 0.02%
17,842
+12
270
$2.33M 0.02%
21,101
-152
271
$2.31M 0.02%
356,492
-18,475
272
$2.29M 0.02%
148,024
+1,691
273
$2.29M 0.02%
72,957
+816
274
$2.25M 0.02%
50,203
-7,337
275
$2.22M 0.02%
109,303
+12,162
9 10
11
12 13