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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119M 0.9%
667,192
+10,559
52
$116M 0.88%
992,148
+24,611
53
$116M 0.88%
671,254
+22,968
54
$115M 0.88%
868,471
-126,374
55
$115M 0.88%
506,152
-79,872
56
$114M 0.87%
808,957
-97,395
57
$113M 0.86%
289,012
-37,404
58
$113M 0.86%
422,340
-44,581
59
$113M 0.86%
281,515
-39,355
60
$113M 0.86%
1,328,261
+27,124
61
$112M 0.85%
615,571
-84,186
62
$109M 0.83%
325,388
-56,556
63
$109M 0.83%
527,831
-68,497
64
$109M 0.83%
2,614,571
-342,396
65
$108M 0.83%
596,434
-88,966
66
$108M 0.82%
662,160
-62,530
67
$108M 0.82%
715,566
-87,563
68
$106M 0.81%
569,845
+7,974
69
$104M 0.79%
550,470
-67,402
70
$102M 0.77%
206,803
-24,968
71
$99M 0.75%
433,215
-17,802
72
$95.8M 0.73%
554,616
-65,932
73
$92.1M 0.7%
2,070,741
-224,253
74
$77.4M 0.59%
909,088
-102,684
75
$76.7M 0.58%
+427,884
1 2
3
4 5