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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.04M 0.01%
12,624
+219
302
$997K 0.01%
26,224
-11,163
303
$987K 0.01%
17,238
+1,750
304
$985K 0.01%
167,008
+17,985
305
$972K 0.01%
26,718
+1,990
306
$968K 0.01%
76,500
+7,975
307
$947K 0.01%
32,357
+3,405
308
$940K 0.01%
6,238
+171
309
$888K 0.01%
7,469
+7
310
$866K 0.01%
20,534
+1,520
311
$841K 0.01%
40,430
+4,270
312
$822K 0.01%
37,323
+3,562
313
$821K 0.01%
20,405
-375
314
$809K 0.01%
17,942
-196
315
$809K 0.01%
49,445
+4,717
316
$792K 0.01%
26,927
+2,569
317
$773K 0.01%
63,750
318
$764K 0.01%
8,679
+140
319
$759K 0.01%
4,540
-15
320
$757K 0.01%
8,913
+940
321
$737K 0.01%
6,360
+22
322
$733K 0.01%
24,103
+2,495
323
$727K 0.01%
4,521
-86
324
$696K 0.01%
2,394
-28
325
$629K 0.01%
+5,550
11 12
13
14 15