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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.7M 0.01%
14,194
+239
277
$1.7M 0.01%
+2,725
278
$1.7M 0.01%
6,385
+1,626
279
$1.67M 0.01%
10,188
+3
280
$1.63M 0.01%
30,507
+985
281
$1.62M 0.01%
139,675
+2,045
282
$1.59M 0.01%
4,748
+1,013
283
$1.59M 0.01%
15,374
+614
284
$1.55M 0.01%
6,907
-59
285
$1.54M 0.01%
40,837
+6,589
286
$1.52M 0.01%
17,043
+460
287
$1.51M 0.01%
29,499
+104
288
$1.5M 0.01%
27,460
-66,480
289
$1.43M 0.01%
3,394
+160
290
$1.41M 0.01%
3,273
+114
291
$1.36M 0.01%
41,879
+304
292
$1.28M 0.01%
14,157
-18,713
293
$1.27M 0.01%
963,586
+628,680
294
$1.23M 0.01%
20,893
-1,013
295
$1.2M 0.01%
21,812
+326
296
$1.19M 0.01%
40,275
+12
297
$1.17M 0.01%
5,860
298
$1.14M 0.01%
50,828
+15
299
$1.09M 0.01%
65,647
+945
300
$1.04M 0.01%
4,339
-33,815
10 11
12
13 14