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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.57M 0.01%
40,287
+12
302
$1.53M 0.01%
27,469
+9
303
$1.5M 0.01%
167,686
-15
304
$1.48M 0.01%
29,507
+8
305
$1.45M 0.01%
5,860
306
$1.37M 0.01%
3,332
-62
307
$1.36M 0.01%
13,248
-909
308
$1.32M 0.01%
21,819
+7
309
$1.26M 0.01%
20,636
-257
310
$1.1M 0.01%
65,666
+19
311
$1.03M 0.01%
50,843
+15
312
$974K 0.01%
21,837
+7
313
$964K 0.01%
14,534
+4
314
$865K 0.01%
2,407
-53
315
$861K 0.01%
7,009
-759
316
$850K 0.01%
3,466
-873
317
$824K 0.01%
22,943
+6
318
$777K 0.01%
4,982
+1
319
$774K 0.01%
+2,790
320
$758K 0.01%
3,453
-666
321
$747K 0.01%
2,562
-176
322
$712K 0.01%
2,114
-48,872
323
$681K 0.01%
2,278
-1,234
324
$667K 0.01%
4,276
+296
325
$650K ﹤0.01%
9,485
-1,594
11 12
13
14 15