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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.09M 0.02%
213,991
+4,060
302
$1.08M 0.02%
266,388
+7,355
303
$1.06M 0.02%
7,047
+4,711
304
$979K 0.01%
25,291
+770
305
$973K 0.01%
25,153
-1,639,248
306
$927K 0.01%
12,612
-12
307
$812K 0.01%
4,575
+35
308
$786K 0.01%
24,153
+50
309
$783K 0.01%
27,668
+950
310
$766K 0.01%
192,054
+4,570
311
$729K 0.01%
27,271
+344
312
$705K 0.01%
5,373
-865
313
$681K 0.01%
3,225
-250
314
$671K 0.01%
4,200
315
$665K 0.01%
21,294
+760
316
$651K 0.01%
50,060
+615
317
$641K 0.01%
+4,111
318
$636K 0.01%
11,316
+2,071
319
$623K 0.01%
37,988
+665
320
$616K 0.01%
63,750
321
$601K 0.01%
9,043
+130
322
$590K 0.01%
76,715
+215
323
$584K 0.01%
14,996
-42,544
324
$582K 0.01%
8,690
+11
325
$578K 0.01%
13,950
+268
11 12
13
14 15