CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$369K ﹤0.01%
3,788
+14
352
$362K ﹤0.01%
1,321
-220,686
353
$352K ﹤0.01%
10,400
354
$351K ﹤0.01%
+3,364
355
$347K ﹤0.01%
3,860
356
$345K ﹤0.01%
2,005
+113
357
$344K ﹤0.01%
7,933
-1,440
358
$330K ﹤0.01%
1,120
-4,533
359
$299K ﹤0.01%
599
-97
360
$288K ﹤0.01%
925
361
$274K ﹤0.01%
233
-434
362
$268K ﹤0.01%
1,210
-28
363
$266K ﹤0.01%
1,082
-4,070
364
$262K ﹤0.01%
1,684
-5
365
$254K ﹤0.01%
2,562
-94
366
$251K ﹤0.01%
1,546
-461
367
$250K ﹤0.01%
2,405
368
$239K ﹤0.01%
1,280
-2
369
$233K ﹤0.01%
422
-16
370
$232K ﹤0.01%
9,689
-1,400,875
371
$224K ﹤0.01%
4,123
-423,076
372
$212K ﹤0.01%
+605
373
$206K ﹤0.01%
933
374
– –
-1,865
375
– –
-21,230
12 13 14
15
16