CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Holding
413
Top Buys
| 1 | +$84.1M | |
| 2 | +$77.8M | |
| 3 | +$70.9M | |
| 4 |
Modine Manufacturing
MOD
|
+$67.9M |
| 5 |
Viking Holdings
VIK
|
+$65M |
Top Sells
| 1 | +$107M | |
| 2 | +$78.8M | |
| 3 | +$75.4M | |
| 4 |
Trade Desk
TTD
|
+$71M |
| 5 |
Deckers Outdoor
DECK
|
+$70.5M |
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 | |
|---|---|---|---|---|---|---|
26
Martin Marietta Materials
MLM
$36.8B
| $154M | 1.03% |
244,500
-1,786
|
|
||
27
Parker-Hannifin
PH
$108B
| $144M | 0.96% |
189,825
-1,326
|
|
||
28
Intuitive Surgical
ISRG
$201B
| $143M | 0.95% |
319,486
+3,931
|
|
||
29
Uber
UBER
$180B
| $141M | 0.94% |
1,434,568
-46,026
|
|
||
30
Rambus
RMBS
$10.6B
| $140M | 0.93% |
1,347,185
+70,259
|
|
||
31
Ecolab
ECL
$77B
| $134M | 0.89% |
490,710
-6,338
|
|
||
32
Synopsys
SNPS
$83.3B
| $133M | 0.89% |
270,012
-3,852
|
|
||
33
CyberArk
CYBR
$23.3B
| $132M | 0.88% |
272,506
-21,945
|
|
||
34
Emcor
EME
$27.4B
| $131M | 0.87% |
201,693
-36,407
|
|
||
35
Arthur J. Gallagher & Co
AJG
$62.7B
| $124M | 0.82% |
399,210
-2,502
|
|
||
36
nVent Electric
NVT
$17.2B
| $122M | 0.81% |
1,241,384
-142,863
|
|
||
37
InterDigital
IDCC
$9.06B
| $122M | 0.81% |
353,017
+9,265
|
|
||
38
Shopify
SHOP
$203B
| $122M | 0.81% |
818,187
+4,329
|
|
||
39
Amphenol
APH
$175B
| $120M | 0.8% |
968,173
+679,617
|
|
||
40
Williams Companies
WMB
$74.8B
| $119M | 0.79% |
1,878,965
-11,544
|
|
||
41
Ligand Pharmaceuticals
LGND
$3.88B
| $118M | 0.79% |
667,311
+19,370
|
|
||
42
Motorola Solutions
MSI
$62.2B
| $114M | 0.76% |
249,733
+42,431
|
|
||
43
Palo Alto Networks
PANW
$134B
| $113M | 0.75% |
557,114
-3,782
|
|
||
44
Commault Systems
CVLT
$5.41B
| $113M | 0.75% |
596,998
+26,110
|
|
||
45
Raymond James Financial
RJF
$30.7B
| $110M | 0.73% |
639,090
-101,863
|
|
||
46
TKO Group
TKO
$15.3B
| $110M | 0.73% |
545,079
+94,100
|
|
||
47
Primoris Services
PRIM
$6.84B
| $109M | 0.73% |
796,236
-69
|
|
||
48
AeroVironment
AVAV
$13.2B
| $109M | 0.73% |
346,999
+4,745
|
|
||
49
Penumbra
PEN
$11.4B
| $109M | 0.72% |
429,172
-25,527
|
|
||
50
Moody's
MCO
$87.2B
| $106M | 0.7% |
221,975
-2,445
|
|