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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.13M 0.01%
8,945
-678,552
302
$1.12M 0.01%
5,353
-6,975
303
$1.12M 0.01%
3,655
304
$1.12M 0.01%
5,653
-11,412
305
$1.08M 0.01%
2,567
-365
306
$1.05M 0.01%
5,152
-519,178
307
$971K 0.01%
6,143
-99,302
308
$965K 0.01%
6,445
-810
309
$916K 0.01%
2,471
-94
310
$879K 0.01%
1,711
+46
311
$876K 0.01%
1,533
+1,187
312
$790K 0.01%
1,683
-583
313
$789K 0.01%
4,759
-3,852
314
$788K 0.01%
667
+12
315
$781K 0.01%
3,277
316
$769K 0.01%
1,691
-229,107
317
$739K 0.01%
3,383
+2,406
318
$734K 0.01%
6,605
-325
319
$698K 0.01%
2,702
+1
320
$666K 0.01%
1,250
-325
321
$640K ﹤0.01%
7,632
322
$631K ﹤0.01%
6,858
-300
323
$630K ﹤0.01%
8,722
-278
324
$602K ﹤0.01%
2,460
-785
325
$548K ﹤0.01%
2,211
-547
11 12
13
14 15