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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.49M 0.01%
48,225
+21,345
277
$1.48M 0.01%
116,703
+13,045
278
$1.4M 0.01%
10,841
-53,915
279
$1.4M 0.01%
9,304
+89
280
$1.39M 0.01%
91,675
+9,980
281
$1.39M 0.01%
61,450
+7,080
282
$1.38M 0.01%
3,677
+757
283
$1.38M 0.01%
3,459
-390
284
$1.34M 0.01%
51,385
+5,750
285
$1.25M 0.01%
3,150
+97
286
$1.24M 0.01%
24,914
+3,065
287
$1.23M 0.01%
22,001
-6,324
288
$1.21M 0.01%
+12,445
289
$1.2M 0.01%
96,400
-567,051
290
$1.11M 0.01%
5,880
-350
291
$1.1M 0.01%
8,627
+905
292
$1.09M 0.01%
34,654
+3,540
293
$1.05M 0.01%
102,770
+10,420
294
$1.05M 0.01%
54,737
+5,405
295
$981K 0.01%
2,270
-2,079
296
$972K 0.01%
18,235
+2,065
297
$935K 0.01%
43,035
+10,370
298
$924K 0.01%
8,276
-634
299
$828K 0.01%
3,360
+321
300
$825K 0.01%
12,889
-136,025
10 11
12
13 14