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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
$14B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$95.5M
3
+$91.5M
4
LIVN icon
LivaNova
LIVN
+$82.2M
5
MDB icon
MongoDB
MDB
+$67.3M

Top Sells

1
+$126M
2
+$109M
3
+$101M
4
PANW icon
Palo Alto Networks
PANW
+$90.8M
5
TILE icon
Interface
TILE
+$62.3M

Sector Composition

1 Technology 26.86%
2 Industrials 20.72%
3 Consumer Discretionary 12.93%
4 Healthcare 12.92%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADSK icon
326
Autodesk
ADSK
$41.4B
$1.35M 0.01%
5,639
-756
GKOS icon
327
Glaukos
GKOS
$8.48B
$1.25M 0.01%
+11,644
MS icon
328
Morgan Stanley
MS
$334B
$1.25M 0.01%
7,584
-2,237
ECG
329
Everus Construction Group
ECG
$7.93B
$1.15M 0.01%
+9,768
VOO icon
330
Vanguard S&P 500 ETF
VOO
$960B
$1.13M 0.01%
1,893
DRI icon
331
Darden Restaurants
DRI
$24.5B
$1.09M 0.01%
5,546
-410
ONT
332
Onterris Inc
ONT
$724M
$1.08M 0.01%
+49,516
NEOG icon
333
Neogen
NEOG
$2.09B
$963K 0.01%
+103,635
NCNO icon
334
nCino
NCNO
$1.71B
$958K 0.01%
+63,968
JNJ icon
335
Johnson & Johnson
JNJ
$613B
$954K 0.01%
3,905
-488
ORCL icon
336
Oracle
ORCL
$428B
$954K 0.01%
6,487
-90,490
GD icon
337
General Dynamics
GD
$93.8B
$950K 0.01%
2,767
-217
RARE icon
338
Ultragenyx Pharmaceutical
RARE
$3.03B
$941K 0.01%
+44,908
PIPR icon
339
Piper Sandler
PIPR
$5.15B
$932K 0.01%
+12,180
JANX icon
340
Janux Therapeutics
JANX
$911M
$929K 0.01%
66,867
+9,525
SPGI icon
341
S&P Global
SPGI
$121B
$925K 0.01%
2,174
-185
KO icon
342
Coca-Cola
KO
$356B
$921K 0.01%
12,108
-2,727
BNY
343
Bank of New York Mellon
BNY
$98.5B
$905K 0.01%
7,632
PANW icon
344
Palo Alto Networks
PANW
$248B
$891K 0.01%
5,561
-540,506
TXN icon
345
Texas Instruments
TXN
$260B
$870K 0.01%
4,480
-100
INSP icon
346
Inspire Medical Systems
INSP
$1.32B
$824K 0.01%
15,983
+2,916
IVV icon
347
iShares Core S&P 500 ETF
IVV
$815B
$801K 0.01%
1,226
-14,979
HON icon
348
Honeywell
HON
$147B
$784K 0.01%
3,471
+3
ADBE icon
349
Adobe
ADBE
$80.6B
$773K 0.01%
3,179
-4,417
INTU icon
350
Intuit
INTU
$73.2B
$738K 0.01%
1,708
-1,346
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