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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$481K ﹤0.01%
1,634
-115
327
$479K ﹤0.01%
3,677
-61
328
$459K ﹤0.01%
900
-666
329
$457K ﹤0.01%
9,837
+969
330
$432K ﹤0.01%
5,140
-589
331
$431K ﹤0.01%
8,963
332
$417K ﹤0.01%
9,694
+119
333
$415K ﹤0.01%
2,830
+204
334
$414K ﹤0.01%
4,395
335
$374K ﹤0.01%
1,581
-240
336
$371K ﹤0.01%
+3,400
337
$336K ﹤0.01%
6,437
338
$326K ﹤0.01%
912
+1
339
$284K ﹤0.01%
13,700
+1,140
340
$274K ﹤0.01%
4,820
+10
341
$267K ﹤0.01%
3,064
342
$257K ﹤0.01%
+5,000
343
$257K ﹤0.01%
1,711
-23
344
$251K ﹤0.01%
865
345
$247K ﹤0.01%
514
+11
346
$241K ﹤0.01%
1,100
-215
347
$233K ﹤0.01%
11,420
+23
348
$233K ﹤0.01%
1,005
349
$232K ﹤0.01%
4,491
350
$231K ﹤0.01%
4,396
-72
11 12 13
14
15