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
$11.8B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$99.3M
3
+$98M
4
PEP icon
PepsiCo
PEP
+$91.5M
5
ORLY icon
O'Reilly Automotive
ORLY
+$87.6M

Top Sells

1
+$143M
2
+$115M
3
+$111M
4
DG icon
Dollar General
DG
+$99.6M
5
ANSS
Ansys
ANSS
+$87.5M

Sector Composition

1 Technology 29.09%
2 Healthcare 18.82%
3 Industrials 14.5%
4 Consumer Discretionary 11.27%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.12M 0.02%
67,307
+5,035
277
$2.11M 0.02%
79,166
+5,848
278
$2.07M 0.02%
28,176
+1,030
279
$1.95M 0.02%
7,323
+888
280
$1.95M 0.02%
18,044
+1,592
281
$1.92M 0.02%
11,018
+1,240
282
$1.92M 0.02%
16,601
-508
283
$1.9M 0.02%
37,760
+3,056
284
$1.88M 0.02%
150,857
+11,139
285
$1.88M 0.02%
5,903
-275,612
286
$1.87M 0.02%
69,792
+35,147
287
$1.82M 0.02%
30,077
+5,214
288
$1.81M 0.02%
70,968
+5,302
289
$1.81M 0.02%
+34,217
290
$1.8M 0.02%
17,098
+1,267
291
$1.77M 0.02%
16,422
+1,586
292
$1.74M 0.01%
43,529
+3,242
293
$1.71M 0.01%
8,751
+1,561
294
$1.71M 0.01%
26,586
+2,778
295
$1.7M 0.01%
20,548
-88
296
$1.68M 0.01%
29,963
+2,494
297
$1.6M 0.01%
6,390
-221
298
$1.56M 0.01%
32,941
+2,425
299
$1.54M 0.01%
+10,281
300
$1.54M 0.01%
45,254
+3,363
10 11
12
13 14