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
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$89.7M
2 +$59.2M
3 +$56.9M
4
AOS icon
A.O. Smith
AOS
+$9.9M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$9.28M

Top Sells

1 +$88.9M
2 +$88.1M
3 +$49.9M
4
STI
SunTrust Banks, Inc.
STI
+$39.6M
5
IWF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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