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
$10.4B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$394M
2
+$111M
3
+$108M
4
TRMB icon
Trimble
TRMB
+$79.5M
5
NVDA icon
NVIDIA
NVDA
+$61.9M

Top Sells

1
+$93.5M
2
+$72.7M
3
+$47.4M
4
AMZN icon
Amazon
AMZN
+$47.1M
5
PYPL icon
PayPal
PYPL
+$35.9M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.64%
3 Industrials 14.45%
4 Consumer Discretionary 10.81%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$87.9M 0.84%
962,632
-47,829
52
$87.9M 0.84%
827,373
-443,087
53
$85.9M 0.82%
419,404
-17,817
54
$85.4M 0.82%
233,277
-2,093
55
$85.2M 0.82%
511,374
-36,543
56
$83.5M 0.8%
372,872
-34,977
57
$83.4M 0.8%
418,995
-6,328
58
$82.8M 0.79%
174,163
-4,752
59
$82.8M 0.79%
893,507
-6,975
60
$81.7M 0.78%
1,939,920
+15,525
61
$79.8M 0.76%
734,720
-81,317
62
$79.6M 0.76%
649,381
-23,913
63
$78.3M 0.75%
198,521
-10,525
64
$78M 0.75%
285,982
-3,437
65
$73.9M 0.71%
191,675
-19,976
66
$71.5M 0.68%
1,135,556
-68,405
67
$69.9M 0.67%
618,348
-80,620
68
$69.8M 0.67%
471,542
-36,533
69
$66.7M 0.64%
4,398,220
+4,086,310
70
$66.2M 0.63%
545,611
-56,949
71
$65.5M 0.63%
2,240,112
-209,037
72
$65.1M 0.62%
477,595
+6,575
73
$63.3M 0.61%
502,573
-51,809
74
$61.7M 0.59%
842,303
+35,222
75
$59.9M 0.57%
467,290
+31,764
1 2
3
4 5