CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.26M 0.02%
227,915
+393
277
$2.23M 0.02%
7,205
278
$2.19M 0.02%
22,422
-1,056
279
$2.19M 0.02%
16,157
+24
280
$2.11M 0.01%
187,762
-140
281
$2.09M 0.01%
+67,059
282
$2.06M 0.01%
7,293
-1,208
283
$2.01M 0.01%
3,259
-1,986
284
$1.96M 0.01%
50,155
-109,010
285
$1.92M 0.01%
4,390
+1,919
286
$1.91M 0.01%
13,557
-876
287
$1.9M 0.01%
7,988
-380
288
$1.89M 0.01%
8,114
-483
289
$1.82M 0.01%
415,367
-2,115
290
$1.75M 0.01%
13,003
-530
291
$1.75M 0.01%
26,075
-104
292
$1.66M 0.01%
25,209
+102
293
$1.65M 0.01%
19,944
-1,183
294
$1.6M 0.01%
122,637
-4,853
295
$1.49M 0.01%
2,917
-208,838
296
$1.49M 0.01%
34,221
-1,378
297
$1.47M 0.01%
7,091
+1
298
$1.46M 0.01%
6,683
-1,054
299
$1.44M 0.01%
20,318
-343
300
$1.38M 0.01%
12,657
-868
10 11
12
13 14