CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.37M 0.02%
68,850
+69
252
$3.33M 0.02%
68,404
+102
253
$3.28M 0.02%
+52,380
254
$3.26M 0.02%
384,387
+31
255
$3.24M 0.02%
85,294
+94
256
$3.23M 0.02%
8,361
-7,631
257
$3.19M 0.02%
4,014
-13
258
$3.11M 0.02%
106,124
-9,615
259
$3.09M 0.02%
69,616
+18,334
260
$3.01M 0.02%
38,029
-84
261
$2.95M 0.02%
61,865
-5,667
262
$2.87M 0.02%
93,529
-8,427
263
$2.82M 0.02%
267,456
-301
264
$2.74M 0.02%
48,525
-4,373
265
$2.69M 0.02%
3,568
+70
266
$2.68M 0.02%
+62,178
267
$2.54M 0.02%
3,229
-14,021
268
$2.48M 0.02%
+67,499
269
$2.45M 0.02%
+11,657
270
$2.43M 0.02%
27,211
+605
271
$2.37M 0.02%
134,155
-94
272
$2.34M 0.02%
10,728
-2,542
273
$2.28M 0.02%
19,780
+13
274
$2.28M 0.02%
14,121
-3,175
275
$2.27M 0.02%
84,479
-57
9 10
11
12 13