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
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$55.6M
3
+$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1
+$75.8M
2
+$61M
3
+$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$57M 1.46%
674,961
-21,759
27
$57M 1.46%
1,067,840
-43,952
28
$55.9M 1.43%
222,214
-27,528
29
$55.6M 1.43%
+4,456,128
30
$55.1M 1.41%
232,535
+52,296
31
$54.9M 1.41%
1,902,503
-552,888
32
$54.9M 1.41%
802,927
+180,067
33
$53.6M 1.37%
626,326
-178,979
34
$53.6M 1.37%
1,082,370
+234,917
35
$52.5M 1.35%
1,346,065
-389,405
36
$51.9M 1.33%
44,826
-1,989
37
$51.6M 1.32%
690,840
+153,044
38
$50.6M 1.3%
808,644
-210,770
39
$49.6M 1.27%
+149,946
40
$41.3M 1.06%
1,202,956
-8,825
41
$34.6M 0.89%
580,992
+466,993
42
$34M 0.87%
585,344
-90,200
43
$33.1M 0.85%
647,428
+6,762
44
$29.8M 0.76%
218,933
+3,144
45
$29.1M 0.75%
2,906,715
+386,880
46
$27M 0.69%
770,050
+36,016
47
$26.4M 0.68%
+176,583
48
$25.8M 0.66%
408,671
+13,611
49
$25.6M 0.66%
175,260
+17,869
50
$25.4M 0.65%
1,441,436
+30,560
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