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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1M 0.01%
4,981
+2
302
$959K 0.01%
3,512
+1,026
303
$957K 0.01%
21,830
+426
304
$898K 0.01%
7,768
-6,080
305
$865K 0.01%
14,530
+1,025
306
$858K 0.01%
12,198
-552
307
$815K 0.01%
2,460
-900
308
$785K 0.01%
22,937
+7
309
$747K 0.01%
4,119
-337,617
310
$744K 0.01%
+2,656
311
$739K 0.01%
2,738
312
$687K 0.01%
11,079
+999
313
$634K ﹤0.01%
11,891
+233
314
$629K ﹤0.01%
2,608
+211
315
$606K ﹤0.01%
5,988
-650
316
$590K ﹤0.01%
4,912
-1
317
$587K ﹤0.01%
7,319
-525
318
$575K ﹤0.01%
8,362
-18,937
319
$561K ﹤0.01%
10,574
320
$552K ﹤0.01%
13,434
321
$525K ﹤0.01%
5,740
322
$510K ﹤0.01%
4,446
-30
323
$503K ﹤0.01%
3,980
-118
324
$488K ﹤0.01%
11,985
+5,250
325
$485K ﹤0.01%
3,277
11 12
13
14 15