CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$832K 0.01%
7,632
327
$828K 0.01%
4,463
-185
328
$812K 0.01%
2,322
-380
329
$804K 0.01%
17,578
-1,270
330
$765K 0.01%
3,857
-4,752
331
$718K ﹤0.01%
2,080
-122
332
$718K ﹤0.01%
1,615
+300
333
$675K ﹤0.01%
1,850
+730
334
$674K ﹤0.01%
1,007
-294
335
$649K ﹤0.01%
+1,187
336
$641K ﹤0.01%
2,650
337
$628K ﹤0.01%
1,250
338
$628K ﹤0.01%
4,863
+630
339
$614K ﹤0.01%
6,482
-51
340
$599K ﹤0.01%
488
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341
$574K ﹤0.01%
2,056
+974
342
$558K ﹤0.01%
3,960
343
$536K ﹤0.01%
6,386
-935
344
$534K ﹤0.01%
3,190
345
$531K ﹤0.01%
3,860
346
$526K ﹤0.01%
73,365
+514
347
$525K ﹤0.01%
13,397
+5,464
348
$525K ﹤0.01%
+2,148
349
$525K ﹤0.01%
2,014
-158
350
$508K ﹤0.01%
3,796
+8
12 13
14
15 16