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
-$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$125M
3
+$118M
4
ECL icon
Ecolab
ECL
+$115M
5
PEN icon
Penumbra
PEN
+$111M

Top Sells

1
+$128M
2
+$119M
3
+$115M
4
PXD
Pioneer Natural Resource Co.
PXD
+$107M
5
DRI icon
Darden Restaurants
DRI
+$100M

Sector Composition

1 Technology 27.79%
2 Industrials 17.03%
3 Healthcare 15.63%
4 Consumer Discretionary 12.2%
5 Financials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.44M 0.02%
62,612
-775
252
$3.44M 0.02%
130,824
-1,444
253
$3.38M 0.02%
201,602
-2,535
254
$3.26M 0.02%
9,257
+3,493
255
$3.16M 0.02%
4,893
256
$3.15M 0.02%
50,270
+14,120
257
$3.1M 0.02%
49,789
+31,358
258
$3.06M 0.02%
82,769
+27,903
259
$2.94M 0.02%
657,048
-7,702
260
$2.82M 0.02%
89,231
-6,507
261
$2.78M 0.02%
80,198
-1,019
262
$2.68M 0.02%
46,848
-521
263
$2.62M 0.02%
70,747
-5,992
264
$2.52M 0.02%
87,941
-1,021
265
$2.5M 0.02%
21,283
-1,707
266
$2.46M 0.02%
60,109
-1,843
267
$2.45M 0.02%
22,957
-1,485
268
$2.44M 0.02%
130,115
-1,622
269
$2.41M 0.02%
1,723
-91,731
270
$2.37M 0.02%
211,376
-18,604
271
$2.32M 0.02%
54,001
-3,501
272
$2.26M 0.02%
15,477
-3,055
273
$2.22M 0.02%
162,411
-3,771
274
$2.19M 0.02%
8,860
-38,246
275
$2.12M 0.02%
4,361
-138
9 10
11
12 13