CAM

Congress Asset Management Portfolio holdings

AUM $15B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.11B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$87.8M
2 +$86.6M
3 +$81.9M
4
H icon
Hyatt Hotels
H
+$81.8M
5
LW icon
Lamb Weston
LW
+$80.1M

Top Sells

1 +$91.7M
2 +$83.8M
3 +$73.7M
4
CPT icon
Camden Property Trust
CPT
+$70.2M
5
PEP icon
PepsiCo
PEP
+$49.4M

Sector Composition

1 Technology 20.94%
2 Industrials 19.66%
3 Consumer Discretionary 16.1%
4 Healthcare 14.36%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-1,944
402
-462,292