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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.44M 0.01%
6,860
+1,000
302
$1.37M 0.01%
43,036
-2,218
303
$1.36M 0.01%
184,937
+1,091
304
$1.32M 0.01%
23,581
305
$1.28M 0.01%
32,009
+139
306
$1.25M 0.01%
33,056
+115
307
$1.24M 0.01%
174,043
-7,092
308
$1.23M 0.01%
4,807
+457
309
$1.19M 0.01%
28,280
-1,683
310
$1.19M 0.01%
10,191
-81
311
$1.11M 0.01%
14,168
312
$1.03M 0.01%
61,670
+7,471
313
$1.01M 0.01%
14,140
+4,755
314
$991K 0.01%
32,576
-79,048
315
$951K 0.01%
15,743
-104,197
316
$935K 0.01%
79,065
+622
317
$923K 0.01%
15,697
318
$884K 0.01%
3,693
-2,210
319
$807K 0.01%
23,593
320
$739K 0.01%
2,999
-111
321
$739K 0.01%
9,890
+100
322
$662K 0.01%
14,534
+1,641
323
$654K 0.01%
2,394
+150
324
$650K 0.01%
5,780
+398
325
$633K 0.01%
+1,670
11 12
13
14 15