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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.89M 0.01%
317,094
-22,207
277
$1.89M 0.01%
7,205
-387
278
$1.86M 0.01%
26,179
-235
279
$1.82M 0.01%
8,597
-58,495
280
$1.78M 0.01%
187,902
-36,382
281
$1.74M 0.01%
127,490
-840
282
$1.68M 0.01%
14,433
-100
283
$1.65M 0.01%
25,107
-214
284
$1.64M 0.01%
84,536
-90
285
$1.64M 0.01%
417,482
-4,238
286
$1.57M 0.01%
15,619
-429
287
$1.56M 0.01%
13,533
-933
288
$1.56M 0.01%
21,127
-444
289
$1.48M 0.01%
20,661
-290
290
$1.47M 0.01%
7,737
-515,836
291
$1.41M 0.01%
13,525
-789
292
$1.38M 0.01%
4,885
-185
293
$1.34M 0.01%
35,599
-2,462
294
$1.27M 0.01%
7,090
+1
295
$1.25M 0.01%
4,590
-34
296
$1.24M 0.01%
24,644
-164
297
$1.23M 0.01%
2,421
-53
298
$1.21M 0.01%
29,303
-2,663
299
$1.16M 0.01%
39,605
-234
300
$1.13M 0.01%
1,919
-1,498
10 11
12
13 14