CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$14.6B
AUM Growth
+$1.21B
(+9.1%)
Holding
405
Top Buys
| 1 | +$92.7M | |
| 2 | +$89M | |
| 3 | +$87.2M | |
| 4 |
Cloudflare
NET
|
+$84.3M |
| 5 |
Pinterest
PINS
|
+$82.5M |
Top Sells
| 1 | +$141M | |
| 2 | +$125M | |
| 3 | +$107M | |
| 4 |
Baker Hughes
BKR
|
+$95.2M |
| 5 |
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
Uber
UBER
$180B
| $138M | 0.95% |
1,480,594
+116,348
|
|
||
27
Martin Marietta Materials
MLM
$37.1B
| $135M | 0.93% |
246,286
-7,663
|
|
||
28
Ecolab
ECL
$77.3B
| $134M | 0.92% |
497,048
-1,835
|
|
||
29
Parker-Hannifin
PH
$108B
| $134M | 0.92% |
191,151
-457
|
|
||
30
Dell
DELL
$88.5B
| $132M | 0.91% |
1,076,655
+211,464
|
|
||
31
Arthur J. Gallagher & Co
AJG
$63.2B
| $129M | 0.88% |
401,712
-55,865
|
|
||
32
Emcor
EME
$27.2B
| $127M | 0.87% |
238,100
-47,589
|
|
||
33
Sterling Infrastructure
STRL
$9.85B
| $126M | 0.87% |
547,688
+15,490
|
|
||
34
Casey's General Stores
CASY
$21.2B
| $121M | 0.83% |
238,024
-35,151
|
|
||
35
CyberArk
CYBR
$22.9B
| $120M | 0.82% |
294,451
-38,319
|
|
||
36
Williams Companies
WMB
$75B
| $119M | 0.81% |
1,890,509
+4,531
|
|
||
37
e.l.f. Beauty
ELF
$4.57B
| $118M | 0.81% |
951,309
+12,339
|
|
||
38
Penumbra
PEN
$11.4B
| $117M | 0.8% |
454,699
-91,582
|
|
||
39
Palo Alto Networks
PANW
$131B
| $115M | 0.79% |
560,896
-7,150
|
|
||
40
Raymond James Financial
RJF
$30.6B
| $114M | 0.78% |
740,953
-112,049
|
|
||
41
Crane Co
CR
$10.4B
| $113M | 0.78% |
595,071
-103,705
|
|
||
42
Moody's
MCO
$86.9B
| $113M | 0.77% |
224,420
-1,092
|
|
||
43
Chipotle Mexican Grill
CMG
$45.3B
| $107M | 0.73% |
1,906,169
+158,225
|
|
||
44
Trade Desk
TTD
$19.1B
| $105M | 0.72% |
1,455,744
-22,326
|
|
||
45
nVent Electric
NVT
$17.1B
| $101M | 0.7% |
1,384,247
-107,808
|
|
||
46
HEICO Corp
HEI
$43.1B
| $101M | 0.69% |
308,457
+242,264
|
|
||
47
Badger Meter
BMI
$5.11B
| $99.7M | 0.68% |
407,059
+8,471
|
|
||
48
Commault Systems
CVLT
$5.35B
| $99.5M | 0.68% |
570,888
+10,446
|
|
||
49
Guidewire Software
GWRE
$18.1B
| $98M | 0.67% |
416,383
-39,709
|
|
||
50
Sprouts Farmers Market
SFM
$8.36B
| $97.6M | 0.67% |
592,945
-78,872
|
|