CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$15B
AUM Growth
+$448M
(+3.1%)
Holding
413
Top Buys
| 1 | +$84.1M | |
| 2 | +$77.8M | |
| 3 | +$70.9M | |
| 4 |
Modine Manufacturing
MOD
|
+$67.9M |
| 5 |
Viking Holdings
VIK
|
+$65M |
Top Sells
| 1 | +$107M | |
| 2 | +$78.8M | |
| 3 | +$75.4M | |
| 4 |
Trade Desk
TTD
|
+$71M |
| 5 |
Deckers Outdoor
DECK
|
+$70.5M |
Sector Composition
| 1 | Technology | 33.81% |
| 2 | Industrials | 16.94% |
| 3 | Consumer Discretionary | 11.31% |
| 4 | Healthcare | 9.91% |
| 5 | Financials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Halozyme
HALO
$8B
| $105M | 0.7% |
1,436,533
-398,878
|
|
||
52
Pure Storage
PSTG
$30.6B
| $105M | 0.7% |
1,252,289
-144,572
|
|
||
53
Welltower
WELL
$139B
| $105M | 0.7% |
588,622
+9,777
|
|
||
54
Monolithic Power Systems
MPWR
$45B
| $99.7M | 0.66% |
108,271
-16,898
|
|
||
55
Crane Co
CR
$10.4B
| $94.6M | 0.63% |
513,835
-81,236
|
|
||
56
PJT Partners
PJT
$4.03B
| $94.4M | 0.63% |
531,378
+27,232
|
|
||
57
Garmin
GRMN
$37.9B
| $92.9M | 0.62% |
377,431
-45,078
|
|
||
58
Boot Barn
BOOT
$5.98B
| $92.8M | 0.62% |
560,063
+100,910
|
|
||
59
Casey's General Stores
CASY
$21.1B
| $91.5M | 0.61% |
161,908
-76,116
|
|
||
60
Nova
NVMI
$9.43B
| $91.4M | 0.61% |
286,076
+7,438
|
|
||
61
Calix
CALX
$3.65B
| $89.8M | 0.6% |
1,463,202
+45,258
|
|
||
62
HEICO Corp
HEI
$43.1B
| $88M | 0.59% |
272,483
-35,974
|
|
||
63
Cloudflare
NET
$72.2B
| $86.2M | 0.57% |
401,768
-28,632
|
|
||
64
Guidewire Software
GWRE
$18.2B
| $81.5M | 0.54% |
354,699
-61,684
|
|
||
65
Quanta Services
PWR
$68B
| $81.3M | 0.54% |
196,145
+149,092
|
|
||
66
Enpro
NPO
$4.64B
| $79.2M | 0.53% |
350,557
+8,992
|
|
||
67
Comfort Systems
FIX
$34.5B
| $79.1M | 0.53% |
95,877
-15,568
|
|
||
68
Encompass Health
EHC
$11.5B
| $78.7M | 0.52% |
619,391
-136,471
|
|
||
69
Crane NXT
CXT
$3.21B
| $78.3M | 0.52% |
1,167,160
+48,715
|
|
||
70
Tapestry
TPR
$22.9B
| $77.8M | 0.52% |
+687,164
|
|
||
71
Houlihan Lokey
HLI
$12.3B
| $77.1M | 0.51% |
375,300
-62,760
|
|
||
72
Fastenal
FAST
$46B
| $76M | 0.51% |
1,549,749
-205,796
|
|
||
|
73
Modine Manufacturing
MOD
$8.41B
| $75M | 0.5% |
527,480
+477,473
|
|
||
74
Interface
TILE
$1.62B
| $73.6M | 0.49% |
2,544,381
+70,840
|
|
||
75
Moog Inc Class A
MOG.A
$7.26B
| $72.9M | 0.49% |
351,226
-4,819
|
|