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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.95M 0.02%
227,522
-1,271
252
$2.93M 0.02%
5,245
-2,739
253
$2.92M 0.02%
267,757
-1,581
254
$2.85M 0.02%
134,249
-627
255
$2.84M 0.02%
72,730
-263
256
$2.84M 0.02%
17,296
-188,092
257
$2.76M 0.02%
13,270
-1,498
258
$2.71M 0.02%
62,352
-288
259
$2.68M 0.02%
38,113
-2,811
260
$2.57M 0.02%
4,566
-12,186
261
$2.51M 0.02%
8,501
+764
262
$2.46M 0.02%
29,499
-18,780
263
$2.44M 0.02%
22,171
-993,670
264
$2.35M 0.02%
+349,941
265
$2.32M 0.02%
68,302
-437
266
$2.3M 0.02%
19,767
-91
267
$2.24M 0.02%
10,819
-573,313
268
$2.23M 0.02%
8,368
-146
269
$2.19M 0.02%
3,498
-560
270
$2.17M 0.02%
26,606
+801
271
$2.09M 0.02%
51,282
-289
272
$2.07M 0.02%
16,133
-97
273
$2.06M 0.02%
23,478
-711
274
$1.94M 0.01%
7,592
-39,402
275
$1.94M 0.01%
3,703
-6,457
9 10
11
12 13