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
$14B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$95.5M
3
+$91.5M
4
LIVN icon
LivaNova
LIVN
+$82.2M
5
MDB icon
MongoDB
MDB
+$67.3M

Top Sells

1
+$126M
2
+$109M
3
+$101M
4
PANW icon
Palo Alto Networks
PANW
+$90.8M
5
TILE icon
Interface
TILE
+$62.3M

Sector Composition

1 Technology 26.86%
2 Industrials 20.72%
3 Consumer Discretionary 12.93%
4 Healthcare 12.92%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STEP icon
276
StepStone Group
STEP
$4.41B
$3M 0.02%
+62,909
EQIX icon
277
Equinix
EQIX
$107B
$3M 0.02%
3,058
-1
LUMN icon
278
Lumen
LUMN
$8.83B
$2.95M 0.02%
424,613
+60,487
IDA icon
279
Idacorp
IDA
$8.2B
$2.94M 0.02%
20,562
+3,005
TPC
280
Tutor Perini Cor
TPC
$4.43B
$2.91M 0.02%
+37,751
IWO icon
281
iShares Russell 2000 Growth ETF
IWO
$13.8B
$2.88M 0.02%
9,191
-67,073
PLNT icon
282
Planet Fitness
PLNT
$5.78B
$2.87M 0.02%
+38,638
ANGL icon
283
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$2.86M 0.02%
99,743
+210
SMTC icon
284
Semtech
SMTC
$10B
$2.84M 0.02%
+36,978
VSEC icon
285
VSE Corp
VSEC
$6.35B
$2.83M 0.02%
+15,327
PFF icon
286
iShares Preferred and Income Securities ETF
PFF
$13.9B
$2.82M 0.02%
93,001
+775
BDN
287
Brandywine Realty Trust
BDN
$514M
$2.69M 0.02%
991,941
+135,867
SITE icon
288
SiteOne Landscape Supply
SITE
$6.4B
$2.6M 0.02%
+19,547
URI icon
289
United Rentals
URI
$50.1B
$2.6M 0.02%
3,568
EFA icon
290
iShares MSCI EAFE ETF
EFA
$77B
$2.53M 0.02%
26,075
-335
SPY icon
291
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$2.52M 0.02%
3,881
+199
VCYT icon
292
Veracyte
VCYT
$2.69B
$2.47M 0.02%
+76,627
CP icon
293
Canadian Pacific Kansas City
CP
$73.1B
$2.41M 0.02%
30,675
-927
CAML icon
294
Congress Large Cap Growth ETF
CAML
$372M
$2.37M 0.02%
67,248
+1,984
SIMO icon
295
Silicon Motion
SIMO
$4.75B
$2.32M 0.02%
+20,674
RDNT icon
296
RadNet
RDNT
$4.69B
$2.27M 0.02%
+40,631
CCCC icon
297
C4 Therapeutics
CCCC
$285M
$2.18M 0.02%
+830,624
IRT icon
298
Independence Realty Trust
IRT
$3.81B
$2.16M 0.02%
144,897
+20,315
PGR icon
299
Progressive
PGR
$118B
$2.15M 0.02%
10,850
+6,255
LOAR icon
300
Loar Holdings
LOAR
$6.32B
$2.1M 0.02%
+36,701
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