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
$8.21B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$58.2M
4
DOV icon
Dover
DOV
+$57.8M
5
MSI icon
Motorola Solutions
MSI
+$47.9M

Top Sells

1
+$84.6M
2
+$72.7M
3
+$61.4M
4
NOC icon
Northrop Grumman
NOC
+$56.7M
5
ETSY icon
Etsy
ETSY
+$49.5M

Sector Composition

1 Technology 26.88%
2 Industrials 17.81%
3 Healthcare 15.03%
4 Consumer Discretionary 9.96%
5 Consumer Staples 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$78.4M 0.95%
379,558
-11,180
52
$77.5M 0.94%
1,089,562
-1,856
53
$77.2M 0.94%
533,960
+3,819
54
$76.6M 0.93%
325,844
-2,092
55
$76.4M 0.93%
296,758
-6,476
56
$76.1M 0.93%
1,136,660
+4,220
57
$76M 0.93%
362,174
-3,880
58
$75.6M 0.92%
232,841
-6,235
59
$72.8M 0.89%
730,184
+7,370
60
$72.5M 0.88%
1,803,571
-121,585
61
$70.3M 0.86%
397,164
+1,091
62
$67.3M 0.82%
307,417
-1,439
63
$67.3M 0.82%
538,511
-3,439
64
$66.1M 0.81%
676,458
+11,591
65
$66M 0.8%
186,460
-102
66
$66M 0.8%
334,707
+759
67
$65.9M 0.8%
1,374,569
+30,347
68
$65.8M 0.8%
757,516
+615
69
$63.7M 0.78%
310,121
+283,455
70
$62.7M 0.76%
239,361
+3,324
71
$62.1M 0.76%
1,402,080
-1,118,442
72
$61.4M 0.75%
848,330
-895
73
$60.8M 0.74%
671,918
+1,169
74
$60.7M 0.74%
222,295
+4,423
75
$59M 0.72%
415,061
-1,124
1 2
3
4 5