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
$7.77B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$87.9M
3
+$87.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$77.5M
5
DIS icon
Walt Disney
DIS
+$54.7M

Top Sells

1
+$85.3M
2
+$78.2M
3
+$71.6M
4
PVH icon
PVH
PVH
+$60.9M
5
UNH icon
UnitedHealth
UNH
+$51.3M

Sector Composition

1 Technology 24.91%
2 Industrials 19.52%
3 Healthcare 14.54%
4 Consumer Discretionary 12.13%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$75.4M 0.97%
1,925,156
+87,579
52
$74.1M 0.95%
981,172
+6,122
53
$72.8M 0.94%
327,936
-8,482
54
$72.7M 0.94%
3,202,634
+25,116
55
$72.2M 0.93%
375,518
+12,536
56
$71.3M 0.92%
450,685
-12,603
57
$69.6M 0.9%
239,076
-4,150
58
$69.3M 0.89%
540,506
+8,289
59
$69.1M 0.89%
1,132,440
+10,700
60
$69.1M 0.89%
530,141
+419,942
61
$67.4M 0.87%
541,950
+2,459
62
$67.1M 0.86%
303,234
+3,854
63
$67M 0.86%
396,073
+12,539
64
$66.5M 0.86%
186,562
-1,953
65
$66.4M 0.86%
1,344,222
+46,959
66
$65.6M 0.84%
849,225
-597
67
$64.3M 0.83%
722,814
+9,882
68
$63.8M 0.82%
664,867
-6,174
69
$63.4M 0.82%
169,256
-3,937
70
$63.3M 0.82%
756,901
+40
71
$62.8M 0.81%
236,037
+175
72
$60.3M 0.78%
670,749
-149
73
$60.1M 0.77%
333,948
+8,598
74
$57.9M 0.74%
416,185
-1,949
75
$53.4M 0.69%
217,872
+216,727
1 2
3
4 5