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
$3.47B
AUM Growth
-$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$40.9M
3
+$39M
4
AKAM icon
Akamai
AKAM
+$25.2M
5
DORM icon
Dorman Products
DORM
+$22.2M

Top Sells

1
+$84.9M
2
+$50.1M
3
+$39.5M
4
ORLY icon
O'Reilly Automotive
ORLY
+$34.3M
5
GWW icon
W.W. Grainger
GWW
+$31.9M

Sector Composition

1 Technology 18.33%
2 Industrials 14.94%
3 Healthcare 14.38%
4 Consumer Discretionary 13.67%
5 Financials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.2M 0.72%
158,161
-35,499
52
$25.2M 0.72%
+360,672
53
$24.8M 0.71%
490,358
-107,788
54
$24.6M 0.71%
552,780
-106,564
55
$24.3M 0.7%
71,202
-16,245
56
$24.1M 0.69%
642,833
-159,344
57
$23.8M 0.68%
426,880
-97,318
58
$23.6M 0.68%
219,598
-47,302
59
$23.6M 0.68%
573,906
-123,460
60
$23.6M 0.68%
206,993
-37,661
61
$23.2M 0.67%
360,494
-71,017
62
$22.9M 0.66%
190,261
-40,570
63
$22.6M 0.65%
349,459
-63,497
64
$22.4M 0.65%
564,311
-105,616
65
$22.3M 0.64%
244,209
-54,810
66
$22.3M 0.64%
95,520
-23,036
67
$22.2M 0.64%
+466,819
68
$22M 0.63%
92,852
-134,844
69
$21.2M 0.61%
+117,907
70
$20.9M 0.6%
198,007
-102,660
71
$20.9M 0.6%
381,050
-44,242
72
$20.8M 0.6%
189,984
-25,000
73
$20.4M 0.59%
460,228
-81,232
74
$20.4M 0.59%
238,932
-38,726
75
$19.8M 0.57%
835,098
-163,743
1 2
3
4 5