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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$552K 0.01%
2,705
327
$530K 0.01%
5,550
328
$526K 0.01%
13,444
-4,498
329
$460K 0.01%
+3,428
330
$454K 0.01%
+14,684
331
$444K 0.01%
9,379
-379
332
$407K 0.01%
6,822
+462
333
$375K 0.01%
2,796
-594,502
334
$365K 0.01%
26,513
+60
335
$360K 0.01%
8,186
+150
336
$349K 0.01%
39,480
+116
337
$349K 0.01%
10,260
338
$320K ﹤0.01%
13,894
339
$319K ﹤0.01%
5,500
340
$312K ﹤0.01%
2,362
-144
341
$303K ﹤0.01%
9,747
+222
342
$285K ﹤0.01%
2,919
-480
343
$284K ﹤0.01%
+2,373
344
$282K ﹤0.01%
12,285
345
$269K ﹤0.01%
5,840
346
$264K ﹤0.01%
7,284
+629
347
$262K ﹤0.01%
3,835
348
$258K ﹤0.01%
1,387
349
$255K ﹤0.01%
4,899
350
$247K ﹤0.01%
2,179
-416,103
12 13
14
15 16