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
$6.65B
AUM Growth
-$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$75.7M
3
+$75.6M
4
ZBRA icon
Zebra Technologies
ZBRA
+$74.3M
5
GNRC icon
Generac Holdings
GNRC
+$73.4M

Top Sells

1
+$94.2M
2
+$90.5M
3
+$79.7M
4
HSIC icon
Henry Schein
HSIC
+$76.8M
5
CGNX icon
Cognex
CGNX
+$63.4M

Sector Composition

1 Technology 21.96%
2 Industrials 17.49%
3 Healthcare 15.94%
4 Consumer Discretionary 14.65%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61.8M 0.93%
1,382,212
-12,338
52
$61.7M 0.93%
599,603
-61,495
53
$59.1M 0.89%
635,710
-59,196
54
$58.9M 0.89%
375,629
+2,458
55
$58.2M 0.87%
469,338
-33,685
56
$57.3M 0.86%
1,321,444
+5,169
57
$57.1M 0.86%
1,092,020
+11,440
58
$56.7M 0.85%
253,271
-3,032
59
$55.3M 0.83%
424,992
+834
60
$55.2M 0.83%
358,218
-2,465
61
$54.7M 0.82%
813,989
+5,868
62
$53.6M 0.81%
887,938
+12,364
63
$52.2M 0.79%
412,165
-12,348
64
$51.7M 0.78%
+478,317
65
$51.2M 0.77%
362,899
+1,904
66
$51.1M 0.77%
191,784
+1,802
67
$50.7M 0.76%
700,720
+595,043
68
$50.3M 0.76%
341,556
+367
69
$49.9M 0.75%
672,965
+2,216
70
$49.4M 0.74%
309,648
+9,408
71
$49M 0.74%
306,415
-7,960
72
$46.2M 0.69%
278,548
+17,172
73
$44.8M 0.67%
412,650
+5,323
74
$44.1M 0.66%
404,455
+332,615
75
$38.7M 0.58%
158,117
-7,456
1 2
3
4 5