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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$90.6M 0.91%
282,939
-3,183
52
$89.3M 0.9%
1,765,812
-100,114
53
$89M 0.89%
1,008,280
-17,453
54
$88.1M 0.88%
374,505
+16,204
55
$87.9M 0.88%
635,090
-14,273
56
$85.5M 0.86%
197,915
-2,134
57
$85.4M 0.86%
777,687
-10,158
58
$84.8M 0.85%
753,107
+729,673
59
$82.6M 0.83%
151,302
+150,383
60
$82.2M 0.82%
975,449
-27,453
61
$81.7M 0.82%
242,895
+2,876
62
$81.1M 0.81%
1,164,859
-89,182
63
$80.3M 0.8%
507,889
-8,908
64
$79.5M 0.8%
506,489
-34,308
65
$79.5M 0.8%
586,755
-7,777
66
$79.4M 0.8%
203,877
-1,068
67
$78.6M 0.79%
1,198,647
-9,074
68
$77.2M 0.77%
430,296
-1,041
69
$77.2M 0.77%
+290,749
70
$76.5M 0.77%
536,934
+6,593
71
$74M 0.74%
880,775
+6,466
72
$66.6M 0.67%
639,731
-58,384
73
$63.5M 0.64%
377,426
-58,272
74
$60.9M 0.61%
4,165,790
+52,220
75
$57.7M 0.58%
406,450
-34,334
1 2
3
4 5