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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
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$233K ﹤0.01%
925
377
$227K ﹤0.01%
957
-3,154
378
$224K ﹤0.01%
+2,778
379
$224K ﹤0.01%
1,674
-510,857
380
$213K ﹤0.01%
+1,653
381
$213K ﹤0.01%
+1,776
382
$210K ﹤0.01%
+1,293
383
$201K ﹤0.01%
+1,015
384
– –
-2,723
385
– –
-933
386
– –
-605
387
– –
-4,123
388
– –
-356,564
389
– –
-267,456
390
– –
-9,689
391
– –
-142,017
392
– –
-286,276
393
– –
-3,364
394
– –
-8,638
395
– –
-1,546
396
– –
-87,835
397
– –
-10,400
398
– –
-48,525
399
– –
-351,043
400
– –
-202,041
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