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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$136M 1.02%
2,132,707
+172,971
27
$130M 0.97%
409,528
-32,270
28
$129M 0.97%
1,384,420
+26,070
29
$126M 0.95%
498,883
+1,245
30
$121M 0.91%
253,949
-167
31
$121M 0.9%
2,135,607
-189,381
32
$119M 0.89%
276,965
-2,008
33
$119M 0.89%
273,175
-44,135
34
$118M 0.89%
853,002
-64,750
35
$118M 0.88%
2,690,942
+78,672
36
$116M 0.87%
191,608
+907
37
$113M 0.84%
+1,885,978
38
$112M 0.84%
332,770
+250,441
39
$110M 0.82%
489,763
-34,196
40
$108M 0.81%
1,652,805
-248,809
41
$107M 0.8%
698,776
-57,331
42
$106M 0.79%
285,689
-24,414
43
$105M 0.79%
211,755
-16,435
44
$105M 0.79%
1,042,008
-138,636
45
$105M 0.79%
225,512
+584
46
$103M 0.77%
671,817
-626,951
47
$99.4M 0.74%
+1,364,246
48
$99.1M 0.74%
591,601
+524,676
49
$96.9M 0.73%
568,046
+8,501
50
$96M 0.72%
2,036,402
-289,877
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2
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