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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$111M 1.07%
401,121
+21,772
27
$111M 1.06%
524,771
+19,412
28
$110M 1.05%
401,004
-25,836
29
$110M 1.05%
795,489
-41,482
30
$108M 1.04%
486,124
-34,633
31
$108M 1.03%
955,265
-55,074
32
$107M 1.03%
286,297
-1,393
33
$107M 1.02%
589,040
+1,693
34
$106M 1.01%
1,820,578
+1,365,307
35
$105M 1.01%
534,031
-31,018
36
$105M 1%
658,343
+930
37
$105M 1%
345,024
+4,534
38
$105M 1%
1,073,842
-37,006
39
$102M 0.98%
338,001
-14,601
40
$101M 0.96%
1,992,107
-99,209
41
$101M 0.96%
1,813,484
-2,362
42
$99.1M 0.95%
554,238
+11,963
43
$98.8M 0.95%
461,755
+8,910
44
$96.8M 0.93%
1,237,048
+29,492
45
$96.7M 0.93%
329,017
+26,192
46
$96.3M 0.92%
1,492,077
-75,816
47
$93.9M 0.9%
289,743
+864
48
$90.3M 0.86%
480,508
+29,301
49
$90.3M 0.86%
627,867
-22,783
50
$88.2M 0.84%
1,223,208
-43,212
1
2
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