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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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$83.6M
3
+$82.1M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.3M
5
DIS icon
Walt Disney
DIS
+$58.1M

Top Sells

1
+$85.3M
2
+$80.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$56.9M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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353
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-643,692
354
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-6,367
356
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357
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-6,317
358
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361
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364
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366
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-137,887
367
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-60,323
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