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
$4.33B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$51.2M
3
+$49.8M
4
SYK icon
Stryker
SYK
+$49.5M
5
SLB icon
SLB Ltd
SLB
+$48.6M

Top Sells

1
+$56.8M
2
+$52.1M
3
+$48.6M
4
IDXX icon
Idexx Laboratories
IDXX
+$43.2M
5
ABT icon
Abbott
ABT
+$42M

Sector Composition

1 Technology 18.27%
2 Industrials 15.8%
3 Healthcare 14.31%
4 Consumer Discretionary 13.12%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.7M 0.96%
391,831
+41,482
52
$41.6M 0.96%
1,929,970
+172,584
53
$40.9M 0.95%
732,036
+4,319
54
$40.7M 0.94%
353,229
+26,336
55
$40.6M 0.94%
111,363
+5,397
56
$40.6M 0.94%
785,158
+284,739
57
$40.5M 0.93%
457,908
+58,680
58
$40.4M 0.93%
256,197
+30,215
59
$40M 0.92%
389,269
+43,393
60
$39.6M 0.92%
314,331
+23,435
61
$39.2M 0.91%
858,062
+117,446
62
$39.1M 0.9%
621,254
+88,720
63
$39M 0.9%
+576,268
64
$38.8M 0.9%
312,890
+30,040
65
$38.7M 0.89%
831,032
+84,479
66
$38.6M 0.89%
339,047
+28,448
67
$37.7M 0.87%
+587,749
68
$37M 0.85%
+1,195,805
69
$36.8M 0.85%
294,416
+39,603
70
$36.7M 0.85%
227,219
+28,960
71
$36.1M 0.83%
+1,344,159
72
$35.9M 0.83%
576,333
+78,296
73
$35.6M 0.82%
886,317
-235,504
74
$34.8M 0.8%
1,059,015
+109,287
75
$34.8M 0.8%
752,964
+78,767
1 2
3
4 5