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
$14.8B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$112M
3
+$107M
4
DXCM icon
DexCom
DXCM
+$104M
5
DELL icon
Dell
DELL
+$101M

Top Sells

1
+$106M
2
+$97.4M
3
+$96M
4
HOLX icon
Hologic
HOLX
+$95.6M
5
ULTA icon
Ulta Beauty
ULTA
+$95.4M

Sector Composition

1 Technology 28.2%
2 Industrials 15.56%
3 Healthcare 14.02%
4 Consumer Discretionary 10.68%
5 Financials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.3M 0.01%
+20,951
302
$1.25M 0.01%
8,611
-1,083
303
$1.23M 0.01%
2,474
-1,401
304
$1.22M 0.01%
+4,624
305
$1.21M 0.01%
5,070
306
$1.21M 0.01%
2,932
-1,236
307
$1.21M 0.01%
+7,341
308
$1.17M 0.01%
7,255
-4,072
309
$1.12M 0.01%
+47,395
310
$1.07M 0.01%
3,655
311
$1.07M 0.01%
39,839
+1,772
312
$1.05M 0.01%
2,565
+738
313
$1.04M 0.01%
+17,085
314
$1.02M 0.01%
9,000
315
$991K 0.01%
+6,092
316
$973K 0.01%
121,450
+5,405
317
$961K 0.01%
24,808
+2,923
318
$960K 0.01%
2,266
-149
319
$940K 0.01%
+7,180
320
$928K 0.01%
5,142
-100
321
$925K 0.01%
6,930
-2,191
322
$914K 0.01%
3,277
323
$897K 0.01%
1,665
+211
324
$868K 0.01%
22,781
-20,117
325
$866K 0.01%
1,521
+1,037
11 12
13
14 15