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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.22M 0.02%
96,948
+889
277
$2.17M 0.02%
54,173
+353
278
$2.13M 0.02%
200,656
+1,895
279
$2.1M 0.02%
9,425
-2,037
280
$2.1M 0.02%
79,105
-3,455
281
$2.09M 0.02%
64,066
-1,583
282
$2.09M 0.02%
5,111
+1,214
283
$2.05M 0.02%
44,966
+555
284
$2.02M 0.02%
154,576
+1,921
285
$1.94M 0.02%
115,243
-4,165
286
$1.9M 0.02%
28,901
287
$1.83M 0.02%
16,929
+138
288
$1.78M 0.02%
120,201
-8,492
289
$1.67M 0.02%
7,860
+578
290
$1.63M 0.02%
20,464
-800
291
$1.61M 0.02%
11,853
-109,649
292
$1.6M 0.02%
43,934
+439
293
$1.55M 0.02%
189,282
+2,256
294
$1.55M 0.02%
18,864
+1,005
295
$1.53M 0.02%
24,141
+272
296
$1.49M 0.01%
32,810
+405
297
$1.47M 0.01%
14,319
+95
298
$1.4M 0.01%
178,154
+2,068
299
$1.38M 0.01%
10,047
+63
300
$1.38M 0.01%
5,760
-500
10 11
12
13 14