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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$617K 0.01%
+3,519
327
$614K 0.01%
+9,628
328
$565K 0.01%
4,416
329
$548K 0.01%
4,876
+101
330
$538K 0.01%
13,263
+1,866
331
$519K 0.01%
6,520
+2,080
332
$519K 0.01%
7,261
333
$511K ﹤0.01%
8,236
+5,476
334
$451K ﹤0.01%
943
-29
335
$446K ﹤0.01%
3,277
336
$445K ﹤0.01%
5,715
337
$439K ﹤0.01%
1,951
-30
338
$436K ﹤0.01%
2,429
-24,522
339
$424K ﹤0.01%
8,080
+14
340
$418K ﹤0.01%
+7,249
341
$405K ﹤0.01%
5,002
-2,175
342
$372K ﹤0.01%
8,963
343
$362K ﹤0.01%
3,847
+37
344
$337K ﹤0.01%
9,011
-1,263
345
$336K ﹤0.01%
3,750
346
$331K ﹤0.01%
5,265
+1,945
347
$326K ﹤0.01%
5,887
348
$326K ﹤0.01%
14,568
-228,519
349
$312K ﹤0.01%
7,344
350
$306K ﹤0.01%
1,010
12 13
14
15 16