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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$72.4M 0.94%
425,534
-8,536
52
$71.1M 0.92%
808,121
-19,253
53
$68.6M 0.89%
365,979
-4,280
54
$66.3M 0.86%
373,171
-6,987
55
$65.3M 0.84%
418,282
+1,257
56
$65.2M 0.84%
1,080,580
-17,700
57
$64M 0.83%
1,316,275
-17,150
58
$62.6M 0.81%
256,303
+2,909
59
$62.2M 0.8%
875,574
-29,929
60
$61.8M 0.8%
667,871
-14,571
61
$61.6M 0.8%
424,158
-8,857
62
$61.4M 0.79%
360,995
-7,101
63
$60.7M 0.79%
+757,122
64
$60.2M 0.78%
670,749
-14,464
65
$59.9M 0.77%
424,513
-3,734
66
$57.4M 0.74%
300,240
+8,484
67
$56.7M 0.73%
757,107
-17,953
68
$56.3M 0.73%
189,982
-3,971
69
$54.3M 0.7%
360,683
-5,760
70
$53.5M 0.69%
341,189
-6,160
71
$52.5M 0.68%
165,573
-1,719
72
$52.5M 0.68%
314,375
+3,176
73
$50.4M 0.65%
261,376
+8,644
74
$48.1M 0.62%
978,633
-31,743
75
$45.8M 0.59%
685,500
-9,852
1 2
3
4 5