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
$11.3B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$83M
3
+$79.2M
4
BSX icon
Boston Scientific
BSX
+$76M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$67.3M

Top Sells

1
+$110M
2
+$77.3M
3
+$72.7M
4
WSM icon
Williams-Sonoma
WSM
+$68M
5
PAYC icon
Paycom
PAYC
+$52.4M

Sector Composition

1 Technology 26.84%
2 Industrials 16.94%
3 Healthcare 16.49%
4 Consumer Discretionary 13.48%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.24M 0.03%
27,918
-2,058
252
$3.13M 0.03%
799,642
+1,094
253
$2.99M 0.03%
11,223
-24,086
254
$2.98M 0.03%
28,063
-1,324
255
$2.96M 0.03%
58,474
-7,602
256
$2.88M 0.03%
94,721
-4,756
257
$2.82M 0.02%
70,853
-3,095
258
$2.8M 0.02%
82,335
+119
259
$2.76M 0.02%
29,257
-2,970
260
$2.73M 0.02%
84,480
+118
261
$2.72M 0.02%
67,297
+93
262
$2.71M 0.02%
39,713
+6,408
263
$2.69M 0.02%
87,552
+117
264
$2.67M 0.02%
95,739
+7,369
265
$2.64M 0.02%
5,932
-893
266
$2.6M 0.02%
109,364
+150
267
$2.53M 0.02%
77,461
+106
268
$2.47M 0.02%
20,991
+15
269
$2.45M 0.02%
5,694
+5,035
270
$2.43M 0.02%
11,360
+1,669
271
$2.42M 0.02%
48,802
+66
272
$2.4M 0.02%
15,035
+2,006
273
$2.39M 0.02%
262,505
+362
274
$2.28M 0.02%
5,212
-355
275
$2.26M 0.02%
61,042
+84
9 10
11
12 13