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
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$59.2M
3
+$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1
+$88.9M
2
+$88.1M
3
+$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.54M 0.02%
15,412
277
$1.5M 0.02%
38,859
-664
278
$1.5M 0.02%
11,764
-1,038
279
$1.4M 0.02%
132,178
-2,269
280
$1.4M 0.02%
33,047
281
$1.38M 0.02%
23,454
-371
282
$1.33M 0.02%
+39,635
283
$1.32M 0.02%
6,850
+2,650
284
$1.25M 0.02%
213,094
-897
285
$1.23M 0.02%
66,074
-1,150
286
$1.21M 0.02%
4
287
$1.17M 0.02%
21,640
-285
288
$1.16M 0.02%
24,873
-418
289
$1.13M 0.01%
41,964
-708
290
$1.09M 0.01%
14,109
-16,754
291
$1.06M 0.01%
262,019
-4,369
292
$1.01M 0.01%
19,910
-5,243
293
$988K 0.01%
12,976
-4,117
294
$949K 0.01%
25,060
-29,810
295
$914K 0.01%
+28,709
296
$875K 0.01%
4,610
+35
297
$855K 0.01%
5,350
-23
298
$845K 0.01%
27,213
-455
299
$821K 0.01%
189,100
-2,954
300
$813K 0.01%
3,304
+79
10 11
12
13 14