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
$12B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$85.6M
3
+$28.3M
4
DXCM icon
DexCom
DXCM
+$12M
5
ONTO icon
Onto Innovation
ONTO
+$11.8M

Top Sells

1
+$88.8M
2
+$78.9M
3
+$45.3M
4
GNRC icon
Generac Holdings
GNRC
+$34.5M
5
LW icon
Lamb Weston
LW
+$32.5M

Sector Composition

1 Technology 27.88%
2 Healthcare 19.55%
3 Industrials 15.3%
4 Consumer Discretionary 11%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.71M 0.01%
12,654
-10,611
277
$1.7M 0.01%
137,630
+20,927
278
$1.69M 0.01%
35,613
+25
279
$1.66M 0.01%
+29,522
280
$1.65M 0.01%
5,998
+71
281
$1.6M 0.01%
10,185
+1,558
282
$1.6M 0.01%
72,424
+10,974
283
$1.6M 0.01%
1,566
-12
284
$1.59M 0.01%
6,966
-37,521
285
$1.52M 0.01%
+16,583
286
$1.5M 0.01%
3,234
+18
287
$1.46M 0.01%
13,848
-747,377
288
$1.44M 0.01%
+14,760
289
$1.43M 0.01%
10,971
+130
290
$1.41M 0.01%
+41,575
291
$1.38M 0.01%
21,906
-95
292
$1.37M 0.01%
29,395
+4,481
293
$1.35M 0.01%
3,159
+9
294
$1.33M 0.01%
4,979
+2,709
295
$1.32M 0.01%
3,735
+58
296
$1.3M 0.01%
50,813
+7,778
297
$1.3M 0.01%
40,263
+5,609
298
$1.29M 0.01%
4,759
-10,660
299
$1.26M 0.01%
+34,248
300
$1.17M 0.01%
21,486
+3,251
10 11
12
13 14