CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
1-Year Return
27.13%
This Quarter Return
+5.56%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$6.47B
AUM Growth
+$880M
(+16%)
Cap. Flow
+$659M
Cap. Flow
% of AUM
10.18%
Top 10 Holdings %
Top 10 Hldgs %
14.8%
Holding
399
New
145
Increased
144
Reduced
84
Closed
15
Top Buys
| 1 |
B
Barnes Group Inc.
B
|
$82.8M |
| 2 |
Charles River Laboratories
CRL
|
$81.7M |
| 3 |
McCormick & Company Non-Voting
MKC
|
$78.3M |
| 4 |
Allegion
ALLE
|
$75.1M |
| 5 |
SS&C Technologies
SSNC
|
$66.7M |
Top Sells
| 1 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$81.2M |
| 2 |
Equifax
EFX
|
$73.7M |
| 3 |
Middleby
MIDD
|
$68.4M |
| 4 |
Core Laboratories
CLB
|
$54.4M |
| 5 |
McDonald's
MCD
|
$47.3M |
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Industrials | 18.06% |
| 3 | Healthcare | 16.03% |
| 4 | Consumer Discretionary | 13.87% |
| 5 | Financials | 11.32% |
