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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.09M 0.02%
13,035
+261
277
$2M 0.02%
23,808
+393
278
$1.99M 0.02%
382,766
+115
279
$1.97M 0.02%
34,704
+1,387
280
$1.95M 0.01%
11,263
+128
281
$1.95M 0.01%
73,318
+22
282
$1.94M 0.01%
17,109
+1,735
283
$1.93M 0.01%
6,611
+226
284
$1.92M 0.01%
16,452
+405
285
$1.89M 0.01%
24,863
-3,013
286
$1.88M 0.01%
70,776
+21
287
$1.86M 0.01%
2,870
+145
288
$1.84M 0.01%
+21,618
289
$1.82M 0.01%
47,722
+6,885
290
$1.8M 0.01%
14,836
+642
291
$1.76M 0.01%
10,191
+3
292
$1.76M 0.01%
7,190
+283
293
$1.74M 0.01%
5,077
+329
294
$1.71M 0.01%
6,435
+318
295
$1.7M 0.01%
139,718
+43
296
$1.65M 0.01%
34,645
+10
297
$1.64M 0.01%
17,048
+5
298
$1.62M 0.01%
30,516
+9
299
$1.62M 0.01%
23,385
-5,640
300
$1.57M 0.01%
41,891
+12
10 11
12
13 14