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
$9.33B
AUM Growth
-$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$99.7M
3
+$42.8M
4
AVAV icon
AeroVironment
AVAV
+$14.3M
5
MSFT icon
Microsoft
MSFT
+$10.5M

Top Sells

1
+$347M
2
+$125M
3
+$104M
4
ETSY icon
Etsy
ETSY
+$83.6M
5
BURL icon
Burlington
BURL
+$65.1M

Sector Composition

1 Technology 29.13%
2 Healthcare 18.41%
3 Industrials 15.21%
4 Consumer Discretionary 12%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.77M 0.02%
25,231
+6,772
277
$1.73M 0.02%
7,793
+2,986
278
$1.73M 0.02%
96,059
+989
279
$1.66M 0.02%
65,649
+682
280
$1.66M 0.02%
16,791
+190
281
$1.66M 0.02%
44,411
+552
282
$1.62M 0.02%
28,901
283
$1.61M 0.02%
97,141
+35,471
284
$1.56M 0.02%
7,282
+1,058
285
$1.56M 0.02%
+18,188
286
$1.51M 0.02%
32,405
+396
287
$1.44M 0.02%
43,495
+459
288
$1.42M 0.02%
6,260
-600
289
$1.41M 0.02%
23,869
+288
290
$1.32M 0.01%
21,264
-5,970
291
$1.29M 0.01%
28,569
+289
292
$1.29M 0.01%
36,941
+430
293
$1.27M 0.01%
3,897
-6,111
294
$1.27M 0.01%
188,016
+2,226
295
$1.25M 0.01%
9,984
+94
296
$1.25M 0.01%
14,224
+56
297
$1.15M 0.01%
492,556
-48,571
298
$1.13M 0.01%
37,237
-91,993
299
$1.08M 0.01%
3,553
-56,078
300
$1.02M 0.01%
27,478
-72,987
10 11
12
13 14