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
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1 +$107M
2 +$95.5M
3 +$91.5M
4
LIVN icon
LivaNova
LIVN
+$82.2M
5
MDB icon
MongoDB
MDB
+$67.3M

Top Sells

1 +$126M
2 +$109M
3 +$101M
4
PANW icon
Palo Alto Networks
PANW
+$90.8M
5
TILE icon
Interface
TILE
+$62.3M

Sector Composition

1 Technology 26.86%
2 Industrials 20.72%
3 Consumer Discretionary 12.93%
4 Healthcare 12.92%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROK icon
426
Rockwell Automation
ROK
$46.7B
-2,322
QLYS icon
427
Qualys
QLYS
$2.97B
-2,131
PINS icon
428
Pinterest
PINS
$11.6B
-1,308,393
PCH
429
DELISTED
PotlatchDeltic
PCH
-157,700
MTD icon
430
Mettler-Toledo International
MTD
$27.1B
-217
HQY icon
431
HealthEquity
HQY
$7.27B
-101,816
HPQ icon
432
HP
HPQ
$18.2B
-12,105
DVAX
433
DELISTED
Dynavax Technologies
DVAX
-233,009
DUOL icon
434
Duolingo
DUOL
$4.72B
-61,711
DHR icon
435
Danaher
DHR
$138B
-980