CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$108M
3
+$98.3M
4
CYBR
CyberArk
CYBR
+$90M
5
GWRE icon
Guidewire Software
GWRE
+$88.7M

Top Sells

1
+$124M
2
+$121M
3
+$121M
4
TTWO icon
Take-Two Interactive
TTWO
+$115M
5
NXPI icon
NXP Semiconductors
NXPI
+$110M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-8,769
402
– –
-1,503
403
– –
-7,180
404
– –
-121,450
405
– –
-47,395
406
– –
-2,297
407
– –
-557,830
408
– –
-8,963
409
– –
-38,528
13 14 15 16
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