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
$4.33B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$51.2M
3
+$49.8M
4
SYK icon
Stryker
SYK
+$49.5M
5
SLB icon
SLB Ltd
SLB
+$48.6M

Top Sells

1
+$56.8M
2
+$52.1M
3
+$48.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$43.2M
5
ABT icon
Abbott
ABT
+$42M

Sector Composition

1 Technology 18.27%
2 Industrials 15.8%
3 Healthcare 14.31%
4 Consumer Discretionary 13.12%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.3M 1.18%
996,416
+63,424
27
$51.2M 1.18%
+477,493
28
$51.2M 1.18%
431,679
-2,672
29
$50.7M 1.17%
514,294
-12,254
30
$50.5M 1.17%
855,622
-22,886
31
$49.8M 1.15%
+491,274
32
$49.6M 1.15%
627,207
+615,049
33
$49.6M 1.14%
335,544
-6,175
34
$48.7M 1.12%
467,548
-12,230
35
$48.7M 1.12%
1,333,256
-28,216
36
$48.5M 1.12%
195,486
+4,976
37
$46.9M 1.08%
365,051
+11,323
38
$45.9M 1.06%
322,008
+19,838
39
$45.2M 1.04%
908,350
+60,418
40
$45.1M 1.04%
1,839,636
+188,092
41
$44.1M 1.02%
504,783
+51,228
42
$43.2M 1%
755,020
+77,749
43
$42.9M 0.99%
618,602
+33,392
44
$42.9M 0.99%
646,816
-6,512
45
$42.8M 0.99%
791,816
+52,964
46
$42.3M 0.98%
669,657
+59,227
47
$42M 0.97%
1,194,300
-20,620
48
$42M 0.97%
920,771
+12,097
49
$41.9M 0.97%
976,820
+98,224
50
$41.9M 0.97%
348,027
+52
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