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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.02M 0.03%
51,206
+4,730
277
$1.97M 0.03%
21,160
-6,500
278
$1.92M 0.02%
44,888
+4,840
279
$1.91M 0.02%
19,254
+1,660
280
$1.89M 0.02%
108,511
+9,951
281
$1.8M 0.02%
38,138
+3,455
282
$1.78M 0.02%
+21,790
283
$1.75M 0.02%
21,026
+120
284
$1.73M 0.02%
65,186
+6,987
285
$1.71M 0.02%
15,412
286
$1.67M 0.02%
131,297
+13,980
287
$1.57M 0.02%
13,300
-2,147
288
$1.56M 0.02%
5,345
-89
289
$1.47M 0.02%
41,452
+4,435
290
$1.39M 0.02%
18,237
291
$1.37M 0.02%
187,484
+19,965
292
$1.36M 0.02%
589,386
+63,220
293
$1.32M 0.02%
62,608
+6,680
294
$1.31M 0.02%
22,920
-49,100
295
$1.3M 0.02%
82,545
+8,755
296
$1.28M 0.02%
4
297
$1.2M 0.02%
259,033
+27,695
298
$1.16M 0.02%
24,521
+2,630
299
$1.15M 0.01%
13,130
-112
300
$1.14M 0.01%
28,167
10 11
12
13 14