CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.47M 0.02%
831,920
-3,420
252
$3.41M 0.02%
3,568
253
$3.31M 0.02%
133,860
-36,177
254
$3.24M 0.02%
85,589
+295
255
$3.11M 0.02%
104,729
-1,395
256
$3.11M 0.02%
98,212
+4,683
257
$3.1M 0.02%
85,083
+604
258
$3.06M 0.02%
+58,750
259
$2.79M 0.02%
62,004
+139
260
$2.76M 0.02%
71,229
+3,730
261
$2.74M 0.02%
+39,089
262
$2.72M 0.02%
7,723
-638
263
$2.68M 0.02%
+113,113
264
$2.61M 0.02%
19,781
+1
265
$2.55M 0.02%
417,147
+1,780
266
$2.5M 0.02%
75,164
+8,105
267
$2.5M 0.02%
26,769
-442
268
$2.49M 0.02%
55,388
-256,215
269
$2.47M 0.02%
33,177
-4,852
270
$2.47M 0.02%
3,147
-867
271
$2.45M 0.02%
3,595
+366
272
$2.35M 0.02%
16,245
+88
273
$2.31M 0.02%
3,944
+1,027
274
$2.28M 0.02%
229,575
+1,660
275
$2.21M 0.01%
135,112
+957
9 10
11
12 13