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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$633K 0.01%
6,965
-350
327
$622K 0.01%
+3,298
328
$590K 0.01%
14,602
-12,876
329
$567K 0.01%
10,600
330
$550K 0.01%
4,626
-245
331
$543K 0.01%
11,806
-2,836
332
$530K 0.01%
11,223
-405
333
$511K 0.01%
1,454
334
$500K 0.01%
7,179
-1,106
335
$497K 0.01%
5,955
+90
336
$488K ﹤0.01%
3,277
337
$484K ﹤0.01%
2,057
+106
338
$482K ﹤0.01%
9,404
+15
339
$475K ﹤0.01%
2,058
-134
340
$468K ﹤0.01%
+2,277
341
$457K ﹤0.01%
1,581
-20
342
$452K ﹤0.01%
4,705
343
$448K ﹤0.01%
1,855
-239
344
$443K ﹤0.01%
5,787
+72
345
$438K ﹤0.01%
+9,050
346
$427K ﹤0.01%
8,557
+252
347
$418K ﹤0.01%
8,963
348
$411K ﹤0.01%
5,707
349
$387K ﹤0.01%
6,079
+29
350
$386K ﹤0.01%
4,509
-5,072
12 13
14
15 16