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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$87.9M
3
+$87.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.5M
5
DIS icon
Walt Disney
DIS
+$54.7M

Top Sells

1
+$85.3M
2
+$78.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.17M 0.02%
+18,130
277
$1.16M 0.02%
6,850
278
$1.13M 0.01%
3,450
+85
279
$1.12M 0.01%
3,760
-428
280
$1.12M 0.01%
14,333
+1,262
281
$1.11M 0.01%
12,075
-626
282
$1.11M 0.01%
133,733
-13,465
283
$1.07M 0.01%
7,225
-18,188
284
$1.07M 0.01%
8,034
+2,178
285
$1.02M 0.01%
22,598
-2,275
286
$1M 0.01%
6,271
-11,488
287
$942K 0.01%
4,758
-1,035
288
$936K 0.01%
171,825
-17,275
289
$923K 0.01%
38,134
-3,830
290
$860K 0.01%
5,326
+101
291
$835K 0.01%
3,889
-651
292
$814K 0.01%
2,742
+42
293
$804K 0.01%
+5,669
294
$793K 0.01%
26,400
295
$786K 0.01%
238,064
-23,955
296
$717K 0.01%
24,352
-2,456
297
$699K 0.01%
9,483
-1,060,411
298
$696K 0.01%
11,526
+689
299
$688K 0.01%
24,728
-2,485
300
$672K 0.01%
17,385
-865
10 11
12
13 14