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CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.5B
AUM Growth
+$780M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$98.1M
3
+$97.4M
4
MLM icon
Martin Marietta Materials
MLM
+$69M
5
MCO icon
Moody's
MCO
+$58M

Top Sells

1
+$103M
2
+$89.3M
3
+$81.1M
4
DOV icon
Dover
DOV
+$79M
5
CIEN icon
Ciena
CIEN
+$60.8M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.55%
3 Consumer Discretionary 15.17%
4 Industrials 15.09%
5 Consumer Staples 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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378
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-60,112
379
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-2,075,000
380
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-2,815
381
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-2,449
382
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-340,250
383
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-55,406
384
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-1,195,771
385
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-691,850
386
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-164,427
387
– –
-1,889
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