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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.36M 0.01%
28,684
+115
302
$1.21M 0.01%
3,616
+63
303
$1.17M 0.01%
11,395
+7,873
304
$1.1M 0.01%
178,179
-9,837
305
$1.04M 0.01%
16,094
+219
306
$1.03M 0.01%
+5,934
307
$984K 0.01%
33,937
+481
308
$931K 0.01%
+24,486
309
$887K 0.01%
25,422
-11,815
310
$885K 0.01%
+23,118
311
$876K 0.01%
4,112
+2,252
312
$867K 0.01%
12,140
313
$856K 0.01%
177,912
+2,039
314
$777K 0.01%
3,057
+51
315
$774K 0.01%
5,968
-320
316
$761K 0.01%
5,743
-45,100
317
$753K 0.01%
3,161
-1,366
318
$749K 0.01%
+3,658
319
$737K 0.01%
2,385
-7
320
$716K 0.01%
80,707
+638
321
$716K 0.01%
21,614
-1,903,175
322
$700K 0.01%
4,416
323
$677K 0.01%
24,194
+327
324
$658K 0.01%
7,366
+55
325
$658K 0.01%
5,493
-1,491
11 12
13
14 15