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
351
$490K ﹤0.01%
11,914
352
$488K ﹤0.01%
5,030
-1,575
353
$479K ﹤0.01%
1,498
-396
354
$440K ﹤0.01%
5,235
-10,090
355
$426K ﹤0.01%
2,530
-230
356
$421K ﹤0.01%
2,087
357
$394K ﹤0.01%
1,667
-6
358
$378K ﹤0.01%
+2,690
359
$378K ﹤0.01%
13,865
-11,545
360
$376K ﹤0.01%
7,663
-1,448,081
361
$365K ﹤0.01%
3,803
-378
362
$363K ﹤0.01%
1,938
-67
363
$362K ﹤0.01%
+1,380
364
$361K ﹤0.01%
+1,070
365
$359K ﹤0.01%
+1,724
366
$343K ﹤0.01%
+2,195
367
$319K ﹤0.01%
523
-76
368
$317K ﹤0.01%
693
-946
369
$315K ﹤0.01%
2,352
-430
370
$304K ﹤0.01%
1,210
371
$300K ﹤0.01%
2,516
-68
372
$258K ﹤0.01%
1,538
-146
373
$257K ﹤0.01%
1,280
374
$242K ﹤0.01%
403
-19
375
$240K ﹤0.01%
+3,416
13 14
15
16 17