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
$11.3B
AUM Growth
-$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$83M
3
+$79.2M
4
BSX icon
Boston Scientific
BSX
+$76M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$67.3M

Top Sells

1
+$110M
2
+$77.3M
3
+$72.7M
4
WSM icon
Williams-Sonoma
WSM
+$68M
5
PAYC icon
Paycom
PAYC
+$52.4M

Sector Composition

1 Technology 26.84%
2 Industrials 16.94%
3 Healthcare 16.49%
4 Consumer Discretionary 13.48%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.22M 0.02%
285,347
+386
277
$2.21M 0.02%
19,879
+26
278
$2.04M 0.02%
22,984
-1,209
279
$2.04M 0.02%
11,346
+15
280
$1.9M 0.02%
27,606
281
$1.83M 0.02%
+40,260
282
$1.82M 0.02%
129,553
+179
283
$1.79M 0.02%
19,086
+27
284
$1.78M 0.02%
164,646
+226
285
$1.68M 0.01%
49,506
+69
286
$1.63M 0.01%
16,190
-1,869
287
$1.58M 0.01%
4,328
-10
288
$1.57M 0.01%
105,158
-4,041
289
$1.56M 0.01%
+28,617
290
$1.55M 0.01%
35,509
+49
291
$1.53M 0.01%
213,232
+291
292
$1.52M 0.01%
9,223
-362
293
$1.49M 0.01%
16,040
+22
294
$1.45M 0.01%
4,859
-56
295
$1.4M 0.01%
5,791
-1,466
296
$1.36M 0.01%
3,183
+24
297
$1.23M 0.01%
146,434
+207
298
$1.22M 0.01%
35,805
+20,648
299
$1.21M 0.01%
10,976
-419
300
$1.21M 0.01%
11,314
-725,284
10 11
12
13 14