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
$4.17B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$50.6M
3
+$49.8M
4
BEAV
B/E Aerospace Inc
BEAV
+$27.1M
5
IPGP icon
IPG Photonics
IPGP
+$25.7M

Top Sells

1
+$61.5M
2
+$55.2M
3
+$50.9M
4
FEIC
FEI COMPANY
FEIC
+$20.7M
5
HXL icon
Hexcel
HXL
+$19.6M

Sector Composition

1 Technology 17.91%
2 Industrials 16.9%
3 Healthcare 14.33%
4 Consumer Discretionary 13.46%
5 Financials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$55.6M 1.33%
802,146
-34,148
27
$54.5M 1.31%
451,667
-25,142
28
$53.7M 1.29%
227,696
+22,274
29
$53.2M 1.28%
570,511
-39,120
30
$52.8M 1.27%
461,229
-25,270
31
$52.3M 1.25%
610,293
-30,999
32
$52.1M 1.25%
626,804
-44,677
33
$50.7M 1.22%
1,093,765
+1,073,902
34
$50.6M 1.21%
+971,820
35
$50.6M 1.21%
+488,980
36
$50.2M 1.21%
1,737,803
-104,819
37
$49.4M 1.18%
502,402
-620
38
$49.1M 1.18%
535,925
-31,284
39
$48.9M 1.17%
42,022
-626
40
$45.3M 1.09%
543,174
-19,136
41
$43.1M 1.03%
1,075,266
-87,487
42
$41.2M 0.99%
726,795
-7,693
43
$40.6M 0.98%
634,456
+86,929
44
$40.2M 0.96%
2,788,305
+339,105
45
$33.9M 0.81%
794,632
+136,996
46
$31.9M 0.77%
603,268
+109,685
47
$31.9M 0.77%
300,667
+62,394
48
$31.7M 0.76%
341,210
+58,728
49
$30.9M 0.74%
659,344
+143,144
50
$29.9M 0.72%
1,464,832
+270,992
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