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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.6M 0.02%
38,859
277
$1.56M 0.02%
132,178
278
$1.53M 0.02%
23,454
279
$1.51M 0.02%
15,412
280
$1.41M 0.02%
6,850
281
$1.34M 0.02%
+90,100
282
$1.29M 0.02%
396,104
+183,010
283
$1.27M 0.02%
+177,455
284
$1.27M 0.02%
4
285
$1.27M 0.02%
147,198
286
$1.23M 0.02%
4,188
-1,586
287
$1.17M 0.01%
21,640
288
$1.14M 0.01%
5,793
-328,688
289
$1.14M 0.01%
41,964
290
$1.09M 0.01%
12,701
-275
291
$1.08M 0.01%
3,365
+61
292
$1.08M 0.01%
22,480
+2,570
293
$1.03M 0.01%
24,873
294
$1.02M 0.01%
13,071
-1,038
295
$993K 0.01%
262,019
296
$943K 0.01%
4,540
-70
297
$864K 0.01%
5,225
-125
298
$806K 0.01%
75,506
299
$792K 0.01%
+26,400
300
$791K 0.01%
2,700
+127
10 11
12
13 14