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
$14B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$112M
3
+$77.1M
4
CTAS icon
Cintas
CTAS
+$74.6M
5
DT icon
Dynatrace
DT
+$73.4M

Top Sells

1
+$87.7M
2
+$87.3M
3
+$85.8M
4
UNH icon
UnitedHealth
UNH
+$84.7M
5
SUI icon
Sun Communities
SUI
+$76.3M

Sector Composition

1 Technology 26.42%
2 Industrials 18.39%
3 Healthcare 16.58%
4 Consumer Discretionary 13.18%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.08M 0.01%
+5,764
277
$2.02M 0.01%
54,866
-74,869
278
$1.84M 0.01%
45,836
+533
279
$1.83M 0.01%
+132,603
280
$1.81M 0.01%
50,202
+518
281
$1.8M 0.01%
19,380
+239
282
$1.79M 0.01%
4,201
-68
283
$1.69M 0.01%
6,494
-2,192
284
$1.67M 0.01%
3,194
-1,621
285
$1.62M 0.01%
23,228
-1,831
286
$1.56M 0.01%
4,488
-329
287
$1.54M 0.01%
16,273
+184
288
$1.49M 0.01%
49,560
289
$1.46M 0.01%
118,376
+1,225
290
$1.42M 0.01%
10,316
-335
291
$1.41M 0.01%
9,150
-255
292
$1.24M 0.01%
149,082
+2,108
293
$1.2M 0.01%
3,562
-36,812
294
$1.15M 0.01%
9,321
-15,303
295
$1.13M 0.01%
5,464
296
$1.12M 0.01%
15,915
-1,216,775
297
$1.1M 0.01%
38,856
+532
298
$1.1M 0.01%
4,410
299
$1.1M 0.01%
18,431
+233
300
$1.08M 0.01%
+8,761
10 11
12
13 14