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
$11.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$87.6M
3
+$79.9M
4
CME icon
CME Group
CME
+$77.5M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$13.7M

Top Sells

1
+$73.5M
2
+$70.8M
3
+$63M
4
LW icon
Lamb Weston
LW
+$59.6M
5
WSM icon
Williams-Sonoma
WSM
+$43M

Sector Composition

1 Technology 28.58%
2 Healthcare 17.89%
3 Industrials 16.11%
4 Consumer Discretionary 11.21%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$103M 0.93%
509,034
+13,348
52
$103M 0.93%
422,799
+9,453
53
$102M 0.92%
347,052
+7,724
54
$102M 0.92%
361,243
+17,757
55
$99.7M 0.9%
1,237,965
+82,610
56
$99.6M 0.9%
218,299
-884
57
$98.8M 0.89%
942,522
-16,163
58
$98.1M 0.89%
818,507
+7,218
59
$97.4M 0.88%
286,961
-468
60
$97.3M 0.88%
254,108
+1,952
61
$95.4M 0.86%
635,968
+34,715
62
$94.6M 0.85%
+595,429
63
$94.2M 0.85%
924,344
+22,340
64
$89.6M 0.81%
937,363
+28,469
65
$89.3M 0.81%
443,125
+24,517
66
$88.4M 0.8%
432,639
+379,494
67
$88.3M 0.8%
761,225
+15,895
68
$87.7M 0.79%
901,834
+140,893
69
$87.6M 0.79%
+2,659,864
70
$87.2M 0.79%
901,002
+27,270
71
$87M 0.79%
283,807
+12,284
72
$86.8M 0.78%
632,647
+23,629
73
$86.5M 0.78%
639,042
+28,000
74
$82.8M 0.75%
205,250
+6,123
75
$79.9M 0.72%
+406,745
1 2
3
4 5