CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.13M 0.01%
408,842
+252,142
277
$2.1M 0.01%
4,387
-3
278
$2.09M 0.01%
6,571
-634
279
$2.08M 0.01%
25,302
+93
280
$2.06M 0.01%
3,100
-159
281
$2.03M 0.01%
20,045
-695,183
282
$1.96M 0.01%
7,573
+2,248
283
$1.93M 0.01%
10,126
-602
284
$1.92M 0.01%
228,120
+926
285
$1.9M 0.01%
26,197
+122
286
$1.88M 0.01%
7,873
-115
287
$1.81M 0.01%
6,627
+1,637
288
$1.77M 0.01%
12,414
-589
289
$1.74M 0.01%
6,372
-921
290
$1.74M 0.01%
19,020
-924
291
$1.7M 0.01%
10,528
-3,593
292
$1.69M 0.01%
42,176
-7,979
293
$1.66M 0.01%
10,439
-3,118
294
$1.61M 0.01%
+30,439
295
$1.61M 0.01%
24,799
+80
296
$1.59M 0.01%
188,357
+595
297
$1.57M 0.01%
117,082
-5,555
298
$1.57M 0.01%
15,229
-7,193
299
$1.56M 0.01%
32,723
-1,498
300
$1.44M 0.01%
12,096
-561
10 11
12
13 14