CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
1-Year Return
27.13%
This Quarter Return
+18.29%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$7.65B
AUM Growth
+$996M
(+15%)
Cap. Flow
-$124M
Cap. Flow
% of AUM
-1.63%
Top 10 Holdings %
Top 10 Hldgs %
15.89%
Holding
382
New
19
Increased
117
Reduced
202
Closed
31
Top Buys
| 1 |
IDEX
IEX
|
$89.7M |
| 2 |
Honeywell
HON
|
$59.2M |
| 3 |
FRC
First Republic Bank
FRC
|
$56.9M |
| 4 |
A.O. Smith
AOS
|
$9.9M |
| 5 |
Jazz Pharmaceuticals
JAZZ
|
$9.28M |
Top Sells
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$88.9M |
| 2 |
Allegion
ALLE
|
$88.1M |
| 3 |
Illinois Tool Works
ITW
|
$49.9M |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$39.6M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$37.6M |
Sector Composition
| 1 | Technology | 23.74% |
| 2 | Industrials | 17.99% |
| 3 | Healthcare | 15.84% |
| 4 | Consumer Discretionary | 14.92% |
| 5 | Consumer Staples | 8.31% |
