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
$11.5B
AUM Growth
+$780M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$96.5M
3
+$95.2M
4
MLM icon
Martin Marietta Materials
MLM
+$80.7M
5
MCO icon
Moody's
MCO
+$63.6M

Top Sells

1
+$103M
2
+$87.7M
3
+$86.2M
4
DOV icon
Dover
DOV
+$81.6M
5
CIEN icon
Ciena
CIEN
+$56.8M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.55%
3 Consumer Discretionary 15.17%
4 Industrials 15.06%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.22M 0.02%
+5,937
277
$2.17M 0.02%
280,479
+3,650
278
$2.05M 0.02%
24,193
-402
279
$2.01M 0.02%
48,736
+589
280
$2M 0.02%
27,606
281
$1.96M 0.02%
19,059
+248
282
$1.91M 0.02%
7,900
-1,274
283
$1.88M 0.02%
164,420
+1,473
284
$1.86M 0.02%
9,585
+12
285
$1.86M 0.02%
212,941
+2,699
286
$1.84M 0.02%
+146,227
287
$1.82M 0.02%
18,059
-2,122
288
$1.77M 0.02%
49,437
+644
289
$1.74M 0.02%
4,338
-101
290
$1.69M 0.01%
284,961
+3,005
291
$1.62M 0.01%
4,915
-361
292
$1.57M 0.01%
16,018
+121
293
$1.49M 0.01%
109,199
-6,561
294
$1.46M 0.01%
+17,576
295
$1.4M 0.01%
3,159
-40
296
$1.29M 0.01%
11,395
-335
297
$1.28M 0.01%
35,460
+473
298
$1.27M 0.01%
24,673
-10
299
$1.26M 0.01%
7,414
-58,638
300
$1.21M 0.01%
32,119
+416
10 11
12
13 14