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
$8.41B
AUM Growth
+$1.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$95.5M
3
+$94.6M
4
WST icon
West Pharmaceutical
WST
+$92.8M
5
LULU icon
lululemon athletica
LULU
+$68.2M

Top Sells

1
+$70.1M
2
+$68.7M
3
+$60.1M
4
HON icon
Honeywell
HON
+$50.9M
5
MSI icon
Motorola Solutions
MSI
+$49M

Sector Composition

1 Technology 29.18%
2 Healthcare 17.43%
3 Industrials 15.52%
4 Consumer Discretionary 10.98%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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