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
$7.88B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$61.6M
3
+$56.9M
4
DXC icon
DXC Technology
DXC
+$6.96M
5
LULU icon
lululemon athletica
LULU
+$5.39M

Top Sells

1
+$78.6M
2
+$64.9M
3
+$53.7M
4
PAYC icon
Paycom
PAYC
+$20.9M
5
SNPS icon
Synopsys
SNPS
+$18M

Sector Composition

1 Technology 23.81%
2 Industrials 20.16%
3 Healthcare 16.11%
4 Consumer Discretionary 13.1%
5 Consumer Staples 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74.6M 0.95%
407,645
-4,330
52
$74M 0.94%
+1,837,577
53
$72.8M 0.92%
1,375,805
+8,589
54
$71.6M 0.91%
404,819
-8,653
55
$71.4M 0.91%
243,226
-2,040
56
$71M 0.9%
1,297,263
+1,676
57
$70.9M 0.9%
524,613
+14,732
58
$70.7M 0.9%
289,900
+1,711
59
$69M 0.88%
188,515
-414
60
$67.9M 0.86%
849,822
-10,171
61
$67.9M 0.86%
463,288
+7,263
62
$67.1M 0.85%
362,982
+3,100
63
$67M 0.85%
383,534
+8,565
64
$63.7M 0.81%
756,861
+16,949
65
$62.3M 0.79%
712,932
-30,741
66
$62M 0.79%
670,898
+8,536
67
$61.6M 0.78%
+235,862
68
$61.3M 0.78%
299,380
+4,868
69
$60.9M 0.77%
643,692
-26,516
70
$60.7M 0.77%
1,121,740
+44,540
71
$59.2M 0.75%
539,491
+518,770
72
$56.9M 0.72%
325,350
+14,265
73
$56M 0.71%
173,193
+5,271
74
$55.6M 0.71%
303,077
+22,210
75
$54.5M 0.69%
418,134
+6,320
1 2
3
4 5