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
$10.7B
AUM Growth
+$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$97.8M
3
+$93.7M
4
TSLA icon
Tesla
TSLA
+$82.2M
5
EL icon
Estee Lauder
EL
+$64.6M

Top Sells

1
+$156M
2
+$137M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$104M
5
LULU icon
lululemon athletica
LULU
+$89.7M

Sector Composition

1 Technology 28.83%
2 Industrials 16.06%
3 Healthcare 16%
4 Consumer Discretionary 15.69%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.1M 0.02%
210,242
+20,960
277
$2.06M 0.02%
60,094
+5,921
278
$2.05M 0.02%
11,173
+1,126
279
$2.05M 0.02%
127,937
+12,694
280
$2.04M 0.02%
18,811
+1,882
281
$2.03M 0.02%
+20,181
282
$1.97M 0.02%
27,606
-1,295
283
$1.96M 0.02%
48,793
+4,859
284
$1.96M 0.02%
9,573
+1,713
285
$1.93M 0.02%
24,595
+4,131
286
$1.89M 0.02%
54,142
-281,674
287
$1.89M 0.02%
162,947
+8,371
288
$1.82M 0.02%
49,964
+4,998
289
$1.76M 0.02%
5,276
+3,421
290
$1.65M 0.02%
115,760
-4,441
291
$1.55M 0.01%
15,897
+1,578
292
$1.53M 0.01%
4,439
+823
293
$1.46M 0.01%
26,840
+2,699
294
$1.38M 0.01%
+115,127
295
$1.37M 0.01%
12,644
+5,679
296
$1.32M 0.01%
+44,569
297
$1.31M 0.01%
3,199
-16,928
298
$1.3M 0.01%
+34,987
299
$1.27M 0.01%
167,252
-10,902
300
$1.25M 0.01%
31,703
+3,019
10 11
12
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