CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
1-Year Return
27.13%
This Quarter Return
+11.34%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$13.1B
AUM Growth
+$320M
(+2.5%)
Cap. Flow
-$871M
Cap. Flow
% of AUM
-6.63%
Top 10 Holdings %
Top 10 Hldgs %
17.03%
Holding
379
New
22
Increased
160
Reduced
172
Closed
13
Top Buys
| 1 |
Old Dominion Freight Line
ODFL
|
$76.7M |
| 2 |
Entegris
ENTG
|
$49.4M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$23.4M |
| 4 |
NARI
Inari Medical, Inc. Common Stock
NARI
|
$14.4M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$14.3M |
Top Sells
| 1 |
L3Harris
LHX
|
$87.1M |
| 2 |
Global Payments
GPN
|
$60.9M |
| 3 |
Microsoft
MSFT
|
$33.1M |
| 4 |
Intuit
INTU
|
$32.2M |
| 5 |
Ciena
CIEN
|
$30.5M |
Sector Composition
| 1 | Technology | 28.88% |
| 2 | Healthcare | 18.56% |
| 3 | Industrials | 14.86% |
| 4 | Consumer Discretionary | 11.65% |
| 5 | Financials | 5.99% |