CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
1-Year Return
27.13%
This Quarter Return
+4.08%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$14.8B
AUM Growth
+$128M
(+0.87%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
16.7%
Holding
401
New
44
Increased
194
Reduced
132
Closed
15
Top Buys
| 1 |
Ollie's Bargain Outlet
OLLI
|
$136M |
| 2 |
GoDaddy
GDDY
|
$112M |
| 3 |
Baker Hughes
BKR
|
$107M |
| 4 |
DexCom
DXCM
|
$104M |
| 5 |
Dell
DELL
|
$101M |
Top Sells
| 1 |
Fabrinet
FN
|
$106M |
| 2 |
Onto Innovation
ONTO
|
$97.4M |
| 3 |
Pool Corp
POOL
|
$96M |
| 4 |
Hologic
HOLX
|
$95.6M |
| 5 |
Ulta Beauty
ULTA
|
$95.4M |
Sector Composition
| 1 | Technology | 28.2% |
| 2 | Industrials | 15.56% |
| 3 | Healthcare | 14.02% |
| 4 | Consumer Discretionary | 10.68% |
| 5 | Financials | 10.09% |
