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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.9M 0.02%
40,005
+2,245
277
$1.89M 0.02%
74,540
-4,626
278
$1.87M 0.02%
64,967
-2,340
279
$1.87M 0.02%
17,596
+1,174
280
$1.86M 0.02%
36,511
281
$1.82M 0.02%
11,245
+227
282
$1.81M 0.02%
28,901
+725
283
$1.79M 0.02%
185,790
+2
284
$1.78M 0.02%
19,483
+1,439
285
$1.77M 0.02%
28,266
+1,680
286
$1.76M 0.02%
16,601
287
$1.74M 0.02%
20,323
-225
288
$1.73M 0.02%
13,532
+868
289
$1.72M 0.02%
95,070
-6,135
290
$1.71M 0.02%
7,865
+542
291
$1.64M 0.02%
541,127
+11,304
292
$1.64M 0.02%
150,859
+2
293
$1.6M 0.02%
43,859
+330
294
$1.59M 0.02%
6,224
-166
295
$1.59M 0.02%
36,675
-27,977
296
$1.54M 0.01%
9,511
+760
297
$1.54M 0.01%
18,459
+1,361
298
$1.52M 0.01%
27,234
-2,843
299
$1.49M 0.01%
173,970
+976
300
$1.49M 0.01%
11,267
+986
10 11
12
13 14