CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.65B
AUM Growth
+$996M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1 +$83.5M
2 +$55.8M
3 +$55.2M
4
AOS icon
A.O. Smith
AOS
+$9.23M
5
SWKS icon
Skyworks Solutions
SWKS
+$8.64M

Top Sells

1 +$84.5M
2 +$84.1M
3 +$48.1M
4
STI
SunTrust Banks, Inc.
STI
+$40.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$35.6M

Sector Composition

1 Technology 23.74%
2 Industrials 17.99%
3 Healthcare 15.84%
4 Consumer Discretionary 14.92%
5 Consumer Staples 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-161,358