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
$6.57B
AUM Growth
-$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1 +$94M
2 +$73M
3 +$68.1M
4
IDXX icon
Idexx Laboratories
IDXX
+$53.5M
5
VZ icon
Verizon
VZ
+$50.4M

Top Sells

1 +$99.9M
2 +$94M
3 +$84.3M
4
XLNX
Xilinx Inc
XLNX
+$66.1M
5
RBC icon
RBC Bearings
RBC
+$61.2M

Sector Composition

1 Technology 28.6%
2 Industrials 17.97%
3 Healthcare 16.17%
4 Consumer Discretionary 7.96%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-27,673
327
-113,464
328
-9,784
329
-5,341
330
-1,393
331
-59,846
332
-8,039
333
-6,343
334
-88,695
335
-34,378
336
-734,805
337
-77,761
338
-7,485
339
-195,648
340
-7,760
341
-19,024
342
-7,065
343
-29,408
344
-140,433
345
-49,135
346
-281,189
347
-3,375
348
-45,766
349
-8,531
350
-154,258