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
$14B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$112M
3
+$77.1M
4
CTAS icon
Cintas
CTAS
+$74.6M
5
DT icon
Dynatrace
DT
+$73.4M

Top Sells

1
+$87.7M
2
+$87.3M
3
+$85.8M
4
UNH icon
UnitedHealth
UNH
+$84.7M
5
SUI icon
Sun Communities
SUI
+$76.3M

Sector Composition

1 Technology 26.42%
2 Industrials 18.39%
3 Healthcare 16.58%
4 Consumer Discretionary 13.18%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.19M 0.02%
664,750
+6,921
252
$3.14M 0.02%
204,137
-9,961
253
$3.09M 0.02%
95,738
-2,625
254
$3.05M 0.02%
76,739
-4,587
255
$3.04M 0.02%
55,625
+702
256
$2.96M 0.02%
47,369
-1,618
257
$2.93M 0.02%
18,532
-72,941
258
$2.86M 0.02%
80,117
-2,524
259
$2.85M 0.02%
229,980
+2,845
260
$2.84M 0.02%
81,217
-3,564
261
$2.82M 0.02%
61,952
+724
262
$2.7M 0.02%
64,393
-3,006
263
$2.7M 0.02%
24,442
-4,093
264
$2.69M 0.02%
22,990
-1,293
265
$2.6M 0.02%
88,962
+1,095
266
$2.54M 0.02%
21,827
-154
267
$2.51M 0.02%
251,807
-10,615
268
$2.46M 0.02%
57,502
-4,053
269
$2.43M 0.02%
4,499
-72
270
$2.37M 0.02%
36,150
-48,757
271
$2.34M 0.02%
166,182
+2,110
272
$2.21M 0.02%
159,201
-4,718
273
$2.12M 0.02%
131,737
+1,722
274
$2.12M 0.02%
132,433
-53,214
275
$2.09M 0.01%
26,200
-1,406
9 10
11
12 13