CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$138M 0.95%
1,480,594
+116,348
27
$135M 0.93%
246,286
-7,663
28
$134M 0.92%
497,048
-1,835
29
$134M 0.92%
191,151
-457
30
$132M 0.91%
1,076,655
+211,464
31
$129M 0.88%
401,712
-55,865
32
$127M 0.87%
238,100
-47,589
33
$126M 0.87%
547,688
+15,490
34
$121M 0.83%
238,024
-35,151
35
$120M 0.82%
294,451
-38,319
36
$119M 0.81%
1,890,509
+4,531
37
$118M 0.81%
951,309
+12,339
38
$117M 0.8%
454,699
-91,582
39
$115M 0.79%
560,896
-7,150
40
$114M 0.78%
740,953
-112,049
41
$113M 0.78%
595,071
-103,705
42
$113M 0.77%
224,420
-1,092
43
$107M 0.73%
1,906,169
+158,225
44
$105M 0.72%
1,455,744
-22,326
45
$101M 0.7%
1,384,247
-107,808
46
$101M 0.69%
308,457
+242,264
47
$99.7M 0.68%
407,059
+8,471
48
$99.5M 0.68%
570,888
+10,446
49
$98M 0.67%
416,383
-39,709
50
$97.6M 0.67%
592,945
-78,872
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