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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.82M 0.03%
54,870
+34,465
277
$1.82M 0.03%
+181,930
278
$1.78M 0.03%
21,470
-10
279
$1.78M 0.03%
18,550
-6,800
280
$1.74M 0.03%
21,160
281
$1.73M 0.03%
46,563
+1,675
282
$1.68M 0.03%
67,224
+2,038
283
$1.59M 0.02%
112,048
+3,537
284
$1.58M 0.02%
15,412
285
$1.54M 0.02%
6,119
+774
286
$1.5M 0.02%
39,523
+1,385
287
$1.48M 0.02%
99,114
+3,500
288
$1.43M 0.02%
12,802
-498
289
$1.35M 0.02%
64,258
+1,650
290
$1.34M 0.02%
27,002
-75
291
$1.32M 0.02%
134,447
+3,150
292
$1.31M 0.02%
149,753
+6,275
293
$1.29M 0.02%
17,093
-740,014
294
$1.22M 0.02%
4
295
$1.19M 0.02%
23,825
+905
296
$1.19M 0.02%
42,672
+1,220
297
$1.17M 0.02%
+21,925
298
$1.13M 0.02%
33,047
+4,880
299
$1.13M 0.02%
20,227
+1,990
300
$1.09M 0.02%
84,755
+2,210
10 11
12
13 14