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
$14.8B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$112M
3
+$107M
4
DXCM icon
DexCom
DXCM
+$104M
5
DELL icon
Dell
DELL
+$101M

Top Sells

1
+$106M
2
+$97.4M
3
+$96M
4
HOLX icon
Hologic
HOLX
+$95.6M
5
ULTA icon
Ulta Beauty
ULTA
+$95.4M

Sector Composition

1 Technology 28.2%
2 Industrials 15.56%
3 Healthcare 14.02%
4 Consumer Discretionary 10.68%
5 Financials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.19M 0.01%
12,328
-84,001
277
$2.19M 0.01%
+24,189
278
$2.17M 0.01%
19,858
+883
279
$2.16M 0.01%
38,528
-27,702
280
$2.12M 0.01%
51,571
+2,294
281
$2.03M 0.01%
26,414
+2,398
282
$1.95M 0.01%
25,805
-250
283
$1.94M 0.01%
25,321
+2,586
284
$1.88M 0.01%
+8,514
285
$1.83M 0.01%
+14,533
286
$1.78M 0.01%
3,417
-10,527
287
$1.73M 0.01%
7,516
+6,485
288
$1.68M 0.01%
23,279
-1,325,588
289
$1.67M 0.01%
128,330
+14,877
290
$1.66M 0.01%
14,466
-1,727
291
$1.65M 0.01%
55,205
+14,945
292
$1.65M 0.01%
14,314
-3,845
293
$1.61M 0.01%
16,048
-18,836
294
$1.59M 0.01%
84,626
+6,237
295
$1.56M 0.01%
+21,571
296
$1.54M 0.01%
38,061
-14,953
297
$1.51M 0.01%
44,489
+4,489
298
$1.41M 0.01%
7,606
+2,077
299
$1.39M 0.01%
+31,966
300
$1.33M 0.01%
+7,089
10 11
12
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