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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$95.8M 0.72%
441,318
+384,258
52
$92.5M 0.69%
696,797
-111,542
53
$91.8M 0.69%
1,088,062
-69,814
54
$90.9M 0.68%
187,576
+40,427
55
$88.4M 0.66%
560,442
+40,064
56
$87.8M 0.66%
1,747,944
-177,664
57
$87M 0.65%
586,438
-116,870
58
$85.5M 0.64%
+456,092
59
$85.2M 0.64%
991,580
+82,838
60
$83.5M 0.62%
167,749
+31,894
61
$82.8M 0.62%
459,848
-107,222
62
$82.1M 0.61%
306,085
-10,592
63
$81.4M 0.61%
+504,149
64
$80.9M 0.61%
1,478,070
+473,132
65
$79.2M 0.59%
1,159,747
-197,194
66
$78.9M 0.59%
865,191
-10,106
67
$78.4M 0.59%
700,922
-54,777
68
$78.2M 0.59%
1,492,055
-182,390
69
$77.9M 0.58%
745,163
-94,035
70
$77.6M 0.58%
465,679
+460,537
71
$77.6M 0.58%
222,007
-29,543
72
$75.8M 0.57%
398,588
+35,424
73
$73.9M 0.55%
341,738
+27,177
74
$72.8M 0.54%
1,644,902
-311,442
75
$71.4M 0.53%
748,195
-42,498
1 2
3
4 5