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
$10.7B
AUM Growth
+$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$97.8M
3
+$93.7M
4
TSLA icon
Tesla
TSLA
+$82.2M
5
EL icon
Estee Lauder
EL
+$64.6M

Top Sells

1
+$156M
2
+$137M
3
+$105M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$104M
5
LULU icon
lululemon athletica
LULU
+$89.7M

Sector Composition

1 Technology 28.83%
2 Industrials 16.06%
3 Healthcare 16%
4 Consumer Discretionary 15.69%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$520K ﹤0.01%
10,600
327
$517K ﹤0.01%
+2,462
328
$511K ﹤0.01%
+3,675
329
$511K ﹤0.01%
10,206
-4,396
330
$495K ﹤0.01%
18,567
+1,830
331
$489K ﹤0.01%
5,715
-72
332
$487K ﹤0.01%
4,129
-497
333
$479K ﹤0.01%
1,519
-62
334
$460K ﹤0.01%
2,059
+2
335
$448K ﹤0.01%
2,815
-9,038
336
$436K ﹤0.01%
6,265
-5,875
337
$412K ﹤0.01%
1,651
-2,461
338
$403K ﹤0.01%
3,750
-114
339
$400K ﹤0.01%
+6,625
340
$397K ﹤0.01%
8,653
+96
341
$391K ﹤0.01%
1,889
-169
342
$389K ﹤0.01%
9,523
+119
343
$362K ﹤0.01%
5,604
-103
344
$351K ﹤0.01%
7,143
-4,080
345
$349K ﹤0.01%
7,043
-302
346
$349K ﹤0.01%
3,057
-1,452
347
$344K ﹤0.01%
5,550
-529
348
$344K ﹤0.01%
8,963
349
$343K ﹤0.01%
3,174
-314
350
$332K ﹤0.01%
1,010
12 13
14
15 16