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
$12B
AUM Growth
+$882M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$85.6M
3
+$28.3M
4
DXCM icon
DexCom
DXCM
+$12M
5
ONTO icon
Onto Innovation
ONTO
+$11.8M

Top Sells

1
+$88.8M
2
+$78.9M
3
+$45.3M
4
GNRC icon
Generac Holdings
GNRC
+$34.5M
5
LW icon
Lamb Weston
LW
+$32.5M

Sector Composition

1 Technology 27.88%
2 Healthcare 19.55%
3 Industrials 15.3%
4 Consumer Discretionary 11%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$447K ﹤0.01%
3,277
327
$436K ﹤0.01%
2,626
+18
328
$432K ﹤0.01%
1,821
+481
329
$423K ﹤0.01%
4,395
330
$421K ﹤0.01%
8,963
331
$417K ﹤0.01%
8,868
-2,694
332
$375K ﹤0.01%
9,575
-724
333
$374K ﹤0.01%
7,907
-199,379
334
$345K ﹤0.01%
6,437
335
$323K ﹤0.01%
911
+1
336
$313K ﹤0.01%
4,810
+130
337
$296K ﹤0.01%
1,315
338
$287K ﹤0.01%
667
-2,792
339
$275K ﹤0.01%
3,670
-3,024
340
$266K ﹤0.01%
3,975
+105
341
$258K ﹤0.01%
1,005
342
$257K ﹤0.01%
1,428
-35
343
$257K ﹤0.01%
1,734
+23
344
$255K ﹤0.01%
1,722
345
$254K ﹤0.01%
1,309
+45
346
$254K ﹤0.01%
6,735
-315
347
$251K ﹤0.01%
+12,560
348
$248K ﹤0.01%
11,397
+1,296
349
$248K ﹤0.01%
+865
350
$247K ﹤0.01%
503
+5
11 12 13
14
15