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
$4.03B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$47.2M
3
+$44.9M
4
ACN icon
Accenture
ACN
+$43.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.1M

Top Sells

1
+$52.7M
2
+$48.6M
3
+$40.4M
4
ARG
Airgas Inc
ARG
+$37.6M
5
SLB icon
SLB Ltd
SLB
+$37.2M

Sector Composition

1 Technology 19.74%
2 Industrials 15.79%
3 Healthcare 14.37%
4 Consumer Discretionary 13.39%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.8M 0.82%
96,769
-1,123
52
$32.5M 0.81%
476,382
-7,241
53
$32.4M 0.8%
444,184
-5,969
54
$32M 0.8%
297,099
-153
55
$32M 0.8%
608,694
-60,011
56
$31.7M 0.79%
885,193
+15,872
57
$31M 0.77%
258,859
-968
58
$30.9M 0.77%
676,938
+3,451
59
$30.6M 0.76%
791,424
-4,161
60
$30.5M 0.76%
329,709
-4,873
61
$29.9M 0.74%
335,960
+8,101
62
$29.8M 0.74%
334,592
+3,894
63
$29.5M 0.73%
729,535
+59,425
64
$29.3M 0.73%
617,127
-13,454
65
$28.6M 0.71%
672,601
-965
66
$28.4M 0.7%
174,605
+6,358
67
$28M 0.7%
364,736
-1,694
68
$27.6M 0.69%
1,150,692
-21,798
69
$27.4M 0.68%
817,440
+66,216
70
$27M 0.67%
711,160
-35,220
71
$26.9M 0.67%
247,825
+3,079
72
$26.6M 0.66%
1,573,322
+12,744
73
$26.4M 0.66%
405,525
+13,304
74
$26.4M 0.66%
272,211
+14,790
75
$25.8M 0.64%
547,578
+952
1 2
3
4 5