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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
$14B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$103M
3
+$82.3M
4
CRM icon
Salesforce
CRM
+$73.9M
5
CTAS icon
Cintas
CTAS
+$66.9M

Top Sells

1
+$87.3M
2
+$87M
3
+$84.5M
4
BJ icon
BJs Wholesale Club
BJ
+$80.8M
5
SUI icon
Sun Communities
SUI
+$77M

Sector Composition

1 Technology 26.42%
2 Industrials 18.42%
3 Healthcare 16.58%
4 Consumer Discretionary 13.18%
5 Financials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-88,874
377
– –
-875,565
378
– –
-384,915
379
– –
-16,885
380
– –
-5,660
381
– –
-302,467
12 13 14 15
16