CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.42M 0.01%
18,546
-984,512
302
$1.36M 0.01%
+55,773
303
$1.29M 0.01%
5,677
-1,006
304
$1.26M 0.01%
4,273
-352
305
$1.22M 0.01%
13,974
+4,642
306
$1.18M 0.01%
7,800
-874
307
$1.15M 0.01%
2,359
-62
308
$1.13M 0.01%
4,595
-190
309
$1.13M 0.01%
5,783
+3,445
310
$1.1M 0.01%
3,232
-1,353
311
$1.09M 0.01%
1,776
+65
312
$1.04M 0.01%
15,755
-4,563
313
$1.04M 0.01%
3,555
-50
314
$1.01M 0.01%
2,021
+344
315
$1M 0.01%
13,501
-359,846
316
$984K 0.01%
1,540
-984
317
$962K 0.01%
1,614
+258
318
$938K 0.01%
+6,441
319
$918K 0.01%
4,994
-2,097
320
$903K 0.01%
3,901
-1,255
321
$891K 0.01%
13,248
-1,038,862
322
$891K 0.01%
6,733
+3,322
323
$870K 0.01%
2,906
+1,585
324
$853K 0.01%
3,277
325
$847K 0.01%
4,843
+2,040
11 12
13
14 15