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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$636K ﹤0.01%
5,966
-22
327
$633K ﹤0.01%
2,363
-245
328
$613K ﹤0.01%
3,750
+350
329
$600K ﹤0.01%
4,416
-496
330
$575K ﹤0.01%
13,434
331
$569K ﹤0.01%
7,319
332
$545K ﹤0.01%
5,025
-115
333
$541K ﹤0.01%
3,277
334
$534K ﹤0.01%
8,423
-185,669
335
$531K ﹤0.01%
10,574
336
$524K ﹤0.01%
10,172
-1,719
337
$511K ﹤0.01%
1,574
-60
338
$510K ﹤0.01%
3,731
-715
339
$501K ﹤0.01%
8,220
-142
340
$496K ﹤0.01%
5,420
-320
341
$496K ﹤0.01%
8,399
-1,295
342
$460K ﹤0.01%
9,537
-300
343
$455K ﹤0.01%
900
344
$454K ﹤0.01%
8,963
345
$438K ﹤0.01%
2,574
-74,769
346
$412K ﹤0.01%
6,188
-121,872
347
$409K ﹤0.01%
4,395
348
$400K ﹤0.01%
+10,005
349
$391K ﹤0.01%
756
+242
350
$383K ﹤0.01%
2,579
-251
12 13
14
15 16