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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$450K ﹤0.01%
8,963
327
$429K ﹤0.01%
+4,003
328
$420K ﹤0.01%
2,608
+119
329
$397K ﹤0.01%
4,395
-24
330
$373K ﹤0.01%
10,299
+84
331
$368K ﹤0.01%
1,717
-572
332
$329K ﹤0.01%
6,437
-69
333
$308K ﹤0.01%
1,005
334
$297K ﹤0.01%
1,340
335
$290K ﹤0.01%
+910
336
$282K ﹤0.01%
1,463
-30
337
$282K ﹤0.01%
1,315
338
$279K ﹤0.01%
4,680
339
$272K ﹤0.01%
6,268
+115
340
$269K ﹤0.01%
2,027
+552
341
$244K ﹤0.01%
3,870
-1,754
342
$242K ﹤0.01%
1,711
-484
343
$240K ﹤0.01%
1,264
-703
344
$238K ﹤0.01%
1,722
345
$238K ﹤0.01%
7,050
-60
346
$237K ﹤0.01%
498
-565
347
$232K ﹤0.01%
4,396
-669
348
$231K ﹤0.01%
10,101
-1,791
349
$220K ﹤0.01%
3,604
+44
350
$213K ﹤0.01%
3,037
-1,697
11 12 13
14
15