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
$3.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$74.2M
3
+$70.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$70.3M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$70M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.62%
2 Industrials 14.55%
3 Consumer Discretionary 13.12%
4 Healthcare 11.7%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14M 0.42%
+1,865,520
52
$13.4M 0.4%
+432,257
53
$13.4M 0.4%
+135,374
54
$13.3M 0.39%
+446,028
55
$13.1M 0.39%
+450,776
56
$13.1M 0.39%
+350,013
57
$13.1M 0.39%
+403,306
58
$13.1M 0.39%
+244,310
59
$13M 0.39%
+197,768
60
$12.9M 0.38%
+254,090
61
$12.9M 0.38%
+273,440
62
$12.7M 0.38%
+88,162
63
$12.7M 0.38%
+174,077
64
$12.6M 0.37%
+504,048
65
$12.6M 0.37%
+213,177
66
$12.5M 0.37%
+155,342
67
$12.1M 0.36%
+1,062,356
68
$12.1M 0.36%
+268,750
69
$12M 0.35%
+172,971
70
$11.9M 0.35%
+655,088
71
$11.8M 0.35%
+195,766
72
$11.8M 0.35%
+331,896
73
$11.5M 0.34%
+535,635
74
$11.3M 0.33%
+394,019
75
$11.2M 0.33%
+167,338
1 2
3
4 5