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
$10.7B
AUM Growth
+$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$97.8M
3
+$93.7M
4
TSLA icon
Tesla
TSLA
+$82.2M
5
EL icon
Estee Lauder
EL
+$64.6M

Top Sells

1
+$156M
2
+$137M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$104M
5
LULU icon
lululemon athletica
LULU
+$89.7M

Sector Composition

1 Technology 28.83%
2 Industrials 16.06%
3 Healthcare 16%
4 Consumer Discretionary 15.69%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.22M 0.01%
11,730
+335
302
$1.2M 0.01%
6,017
+2,359
303
$1.15M 0.01%
17,904
+1,810
304
$1.1M 0.01%
5,501
-242
305
$1.08M 0.01%
37,672
+3,735
306
$1.05M 0.01%
4,700
-1,060
307
$1.04M 0.01%
24,683
+1,565
308
$937K 0.01%
198,113
+19,934
309
$900K 0.01%
13,413
+7,743
310
$835K 0.01%
5,839
-129
311
$769K 0.01%
3,106
+49
312
$757K 0.01%
7,240
-126
313
$751K 0.01%
19,056
-6,366
314
$724K 0.01%
2,345
-40
315
$711K 0.01%
3,717
+419
316
$661K 0.01%
197,312
+19,400
317
$649K 0.01%
89,549
+8,842
318
$624K 0.01%
26,919
+2,725
319
$610K 0.01%
5,477
-16
320
$608K 0.01%
11,817
+11
321
$600K 0.01%
20,969
-645
322
$566K 0.01%
6,616
+661
323
$547K 0.01%
1,454
324
$544K 0.01%
3,277
325
$540K 0.01%
2,310
-851
11 12
13
14 15