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
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$55.6M
3
+$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1
+$75.8M
2
+$61M
3
+$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.1M 0.64%
384,731
+29,289
52
$24.4M 0.63%
626,596
+7,008
53
$24.2M 0.62%
324,334
+27,725
54
$24M 0.62%
202,159
+4,598
55
$23.9M 0.61%
595,461
+17,244
56
$23.2M 0.59%
206,993
+9,449
57
$23M 0.59%
115,882
+7,005
58
$22.8M 0.59%
500,262
+31,462
59
$22.6M 0.58%
383,068
+35,142
60
$22.6M 0.58%
+256,026
61
$22.6M 0.58%
568,024
+35,558
62
$22.4M 0.58%
565,479
+32,408
63
$22.3M 0.57%
669,386
+42,418
64
$22.2M 0.57%
283,716
+16,188
65
$22M 0.56%
283,214
+17,664
66
$21.8M 0.56%
611,003
+25,292
67
$21.7M 0.56%
293,184
-1,331
68
$21.7M 0.56%
389,491
+21,149
69
$21.6M 0.55%
775,061
+38,929
70
$21.6M 0.55%
+485,798
71
$21.5M 0.55%
+177,668
72
$21.1M 0.54%
+82,559
73
$20.9M 0.54%
859,890
+417,639
74
$20.4M 0.52%
269,752
+11,835
75
$20.3M 0.52%
663,926
+115,088
1 2
3
4 5