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
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
301
Idexx Laboratories
IDXX
$58.6B
$1.35M 0.01%
2,524
-43
GD icon
302
General Dynamics
GD
$90.7B
$1.34M 0.01%
4,585
-5
VOT icon
303
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$1.32M 0.01%
4,625
+2,165
TTWO icon
304
Take-Two Interactive
TTWO
$46B
$1.29M 0.01%
5,325
-5,494
RMD icon
305
ResMed
RMD
$36.7B
$1.29M 0.01%
4,990
-484,773
PGR icon
306
Progressive
PGR
$134B
$1.28M 0.01%
4,785
-100
SPGI icon
307
S&P Global
SPGI
$149B
$1.28M 0.01%
2,421
MRVL icon
308
Marvell Technology
MRVL
$79.8B
$1.19M 0.01%
+15,325
TNGX icon
309
Tango Therapeutics
TNGX
$1.34B
$1.16M 0.01%
227,194
-167
CRM icon
310
Salesforce
CRM
$224B
$1.12M 0.01%
4,111
-301,974
VRT icon
311
Vertiv
VRT
$69.2B
$1.11M 0.01%
8,674
-48
ADP icon
312
Automatic Data Processing
ADP
$104B
$1.11M 0.01%
3,605
-50
VOO icon
313
Vanguard S&P 500 ETF
VOO
$799B
$972K 0.01%
1,711
ABBV icon
314
AbbVie
ABBV
$397B
$957K 0.01%
5,156
-197
ROP icon
315
Roper Technologies
ROP
$47.8B
$951K 0.01%
1,677
-242
NTAP icon
316
NetApp
NTAP
$22.8B
$920K 0.01%
+8,638
TREE icon
317
LendingTree
TREE
$769M
$916K 0.01%
24,719
+75
ROK icon
318
Rockwell Automation
ROK
$43.8B
$897K 0.01%
2,702
CHD icon
319
Church & Dwight Co
CHD
$20B
$897K 0.01%
9,332
-12,839
MAR icon
320
Marriott International
MAR
$81B
$895K 0.01%
3,277
DE icon
321
Deere & Co
DE
$127B
$833K 0.01%
1,639
-44
TFC icon
322
Truist Financial
TFC
$59.7B
$810K 0.01%
18,848
-10,455
IVV icon
323
iShares Core S&P 500 ETF
IVV
$730B
$808K 0.01%
1,301
-3,265
MDY icon
324
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
$768K 0.01%
1,356
+727
JNJ icon
325
Johnson & Johnson
JNJ
$491B
$710K ﹤0.01%
4,648
-111
11 12
13
14 15