CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
1-Year Return
27.13%
This Quarter Return
+7.28%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$6.87B
AUM Growth
+$398M
(+6.1%)
Cap. Flow
+$62.7M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
15.25%
Holding
393
New
9
Increased
143
Reduced
185
Closed
20
Top Buys
| 1 |
Burlington
BURL
|
$87.4M |
| 2 |
LCI Industries
LCII
|
$78.8M |
| 3 |
Copart
CPRT
|
$78.8M |
| 4 |
FRC
First Republic Bank
FRC
|
$54.1M |
| 5 |
A.O. Smith
AOS
|
$46.4M |
Top Sells
| 1 |
SBNY
Signature Bank
SBNY
|
$69.3M |
| 2 |
F5
FFIV
|
$66.9M |
| 3 |
Dorman Products
DORM
|
$65.6M |
| 4 |
Acuity Brands
AYI
|
$61.3M |
| 5 |
Colgate-Palmolive
CL
|
$48M |
Sector Composition
| 1 | Industrials | 19.85% |
| 2 | Technology | 19.33% |
| 3 | Consumer Discretionary | 16.27% |
| 4 | Healthcare | 13.96% |
| 5 | Financials | 10.43% |
