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
$7.26B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$87.3M
2 +$85.1M
3 +$73.4M
4
QLYS icon
Qualys
QLYS
+$70.9M
5
CSCO icon
Cisco
CSCO
+$50.4M

Top Sells

1 +$86.2M
2 +$78.3M
3 +$72.3M
4
EA icon
Electronic Arts
EA
+$66.1M
5
RES icon
RPC Inc
RES
+$60.1M

Sector Composition

1 Technology 22.76%
2 Industrials 18.41%
3 Healthcare 15.96%
4 Consumer Discretionary 15.23%
5 Financials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$88.7M 1.22%
454,714
-10,035
27
$88.3M 1.22%
815,090
-9,058
28
$87.8M 1.21%
907,331
-2,573
29
$87.4M 1.2%
1,759,500
-9,030
30
$87.3M 1.2%
+506,535
31
$85.1M 1.17%
147,110
-735
32
$84.1M 1.16%
824,110
-1,953
33
$83M 1.14%
1,076,251
+3,277
34
$79.2M 1.09%
493,075
+6,269
35
$79.2M 1.09%
801,309
-20,883
36
$79M 1.09%
322,183
-10,743
37
$78.9M 1.09%
2,727,780
-5,420
38
$77.1M 1.06%
1,309,673
-7,334
39
$76.9M 1.06%
994,318
+4,294
40
$76.5M 1.05%
1,342,858
+4,811
41
$75.4M 1.04%
764,938
-3,172
42
$75M 1.03%
358,995
+22,189
43
$75M 1.03%
1,112,856
+1,090,056
44
$74.3M 1.02%
891,765
-21,540
45
$73.6M 1.01%
1,650,718
+25,339
46
$73.1M 1.01%
589,708
+3,801
47
$72.7M 1%
759,300
+416
48
$71.8M 0.99%
842,231
+14,809
49
$71.2M 0.98%
434,070
-12,568
50
$70.9M 0.98%
+840,952