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
$8.21B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$58.2M
4
DOV icon
Dover
DOV
+$57.8M
5
MSI icon
Motorola Solutions
MSI
+$47.9M

Top Sells

1
+$84.6M
2
+$72.7M
3
+$61.4M
4
NOC icon
Northrop Grumman
NOC
+$56.7M
5
ETSY icon
Etsy
ETSY
+$49.5M

Sector Composition

1 Technology 26.88%
2 Industrials 17.81%
3 Healthcare 15.03%
4 Consumer Discretionary 9.96%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$99.7M 1.21%
579,814
+592
27
$97.9M 1.19%
1,219,340
-6,192
28
$97.4M 1.19%
281,129
+6,024
29
$96.8M 1.18%
1,376,856
-3,827
30
$96.7M 1.18%
730,713
-16,485
31
$96.5M 1.17%
395,356
+29
32
$96.3M 1.17%
291,915
-4,349
33
$95M 1.16%
652,069
-2,820
34
$94.8M 1.15%
322,700
-12,689
35
$94.5M 1.15%
432,556
-6,007
36
$94M 1.14%
734,805
-8,086
37
$93.7M 1.14%
+659,929
38
$91.7M 1.12%
578,973
-10,283
39
$89.6M 1.09%
1,501,820
+15,555
40
$89M 1.08%
592,787
+927
41
$84.5M 1.03%
1,072,657
+12,151
42
$84.3M 1.03%
+402,436
43
$83M 1.01%
413,748
-27
44
$82.6M 1.01%
1,353,144
-18,545
45
$82.3M 1%
987,084
+5,912
46
$82.1M 1%
670,798
+10,490
47
$81.4M 0.99%
545,527
+5,021
48
$79.6M 0.97%
377,959
+2,441
49
$79.5M 0.97%
734,815
-6,616
50
$78.6M 0.96%
504,152
-15,218
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