CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
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
+$88.3M
2
+$86.6M
3
+$80.3M
4
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$73.5M
5
UNH icon
UnitedHealth
UNH
+$63.8M

Top Sells

1
+$70.1M
2
+$69.8M
3
+$60.2M
4
MSI icon
Motorola Solutions
MSI
+$49.5M
5
HON icon
Honeywell
HON
+$49.4M

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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