CAM
Congress Asset Management Portfolio holdings
AUM
$14.6B
1-Year Return
27.13%
This Quarter Return
+11.14%
1 Year Return
+27.13%
3 Year Return
+115.08%
5 Year Return
+193.95%
10 Year Return
+599.42%
AUM
$10.7B
AUM Growth
+$760M
(+7.6%)
Cap. Flow
-$35.1M
Cap. Flow
% of AUM
-0.33%
Top 10 Holdings %
Top 10 Hldgs %
15.5%
Holding
396
New
21
Increased
217
Reduced
118
Closed
28
Top Buys
| 1 |
Darden Restaurants
DRI
|
$116M |
| 2 |
BJs Wholesale Club
BJ
|
$97.8M |
| 3 |
WillScot Mobile Mini Holdings
WSC
|
$93.7M |
| 4 |
Tesla
TSLA
|
$82.2M |
| 5 |
Estee Lauder
EL
|
$64.6M |
Top Sells
| 1 |
FRC
First Republic Bank
FRC
|
$156M |
| 2 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$137M |
| 3 |
Caterpillar
CAT
|
$105M |
| 4 |
McCormick & Company Non-Voting
MKC
|
$104M |
| 5 |
lululemon athletica
LULU
|
$89.7M |
Sector Composition
| 1 | Technology | 28.91% |
| 2 | Industrials | 16.06% |
| 3 | Healthcare | 16% |
| 4 | Consumer Discretionary | 15.69% |
| 5 | Consumer Staples | 7.5% |
