CAM
Congress Asset Management Portfolio holdings
AUM
$14.2B
1-Year Est. Return
26.98%
This Fund
S&P 500
1 Year Est. Return
+26.98%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Holding
413
Top Buys
| 1 | +$74.6M | |
| 2 | +$71.9M | |
| 3 | +$70.3M | |
| 4 |
CarGurus
CARG
|
+$65M |
| 5 |
Viking Holdings
VIK
|
+$62.4M |
Top Sells
| 1 | +$107M | |
| 2 | +$91.9M | |
| 3 | +$82.2M | |
| 4 |
US Foods
USFD
|
+$78.3M |
| 5 |
Deckers Outdoor
DECK
|
+$75.8M |
Sector Composition
| 1 | Technology | 33.81% |
| 2 | Industrials | 16.94% |
| 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 | |
|---|---|---|---|---|---|---|
|
SEI
401
Solaris Energy Infrastructure
SEI
$2.32B
| – | – |
-202,041
|
|
||
|
BASE
402
DELISTED
Couchbase
BASE
| – | – |
-356,564
|
|
||
|
BRKL
403
DELISTED
Brookline Bancorp
BRKL
| – | – |
-267,456
|
|
||
404
Choice Hotels
CHH
$4.91B
| – | – |
-100,792
|
|