CAM
Congress Asset Management Portfolio holdings
AUM
$15B
1-Year Est. Return
31.1%
1 Year Est. Return
+31.1%
AUM
$14.6B
AUM Growth
+$1.21B
(+9.1%)
Holding
405
Top Buys
| 1 | +$92.7M | |
| 2 | +$89M | |
| 3 | +$87.2M | |
| 4 |
Cloudflare
NET
|
+$84.3M |
| 5 |
Pinterest
PINS
|
+$82.5M |
Top Sells
| 1 | +$141M | |
| 2 | +$125M | |
| 3 | +$107M | |
| 4 |
Baker Hughes
BKR
|
+$95.2M |
| 5 |
Copart
CPRT
|
+$89.5M |
Sector Composition
| 1 | Technology | 30.51% |
| 2 | Industrials | 16.09% |
| 3 | Healthcare | 12.33% |
| 4 | Financials | 10.21% |
| 5 | Consumer Discretionary | 10.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AeroVironment
AVAV
$12.9B
| $97.5M | 0.67% |
342,254
-21,062
|
|
||
52
Halozyme
HALO
$8.01B
| $95.5M | 0.65% |
1,835,411
-297,296
|
|
||
53
Shopify
SHOP
$194B
| $93.9M | 0.64% |
813,858
+65,663
|
|
||
54
Brown & Brown
BRO
$27.7B
| $93.2M | 0.64% |
840,488
-270,233
|
|
||
55
Encompass Health
EHC
$11.5B
| $92.7M | 0.64% |
+755,862
|
|
||
56
DexCom
DXCM
$24.8B
| $91.8M | 0.63% |
1,052,110
-107,637
|
|
||
57
Monolithic Power Systems
MPWR
$44.5B
| $91.5M | 0.63% |
125,169
+2,509
|
|
||
58
Descartes Systems
DSGX
$7.04B
| $89.5M | 0.61% |
880,804
-161,204
|
|
||
59
Fair Isaac
FICO
$41.9B
| $89.2M | 0.61% |
48,778
+35,272
|
|
||
60
Welltower
WELL
$140B
| $89M | 0.61% |
+578,845
|
|
||
61
Garmin
GRMN
$37.9B
| $88.2M | 0.6% |
422,509
-18,809
|
|
||
62
Motorola Solutions
MSI
$62.2B
| $87.2M | 0.6% |
+207,302
|
|
||
63
Stride
LRN
$2.75B
| $85.2M | 0.58% |
586,715
-583,033
|
|
||
|
64
Cloudflare
NET
$69.1B
| $84.3M | 0.58% |
+430,400
|
|
||
65
Vertex Pharmaceuticals
VRTX
$108B
| $83.7M | 0.57% |
188,004
+428
|
|
||
66
PJT Partners
PJT
$4.05B
| $83.2M | 0.57% |
504,146
+18,571
|
|
||
|
67
Pinterest
PINS
$18.1B
| $82.5M | 0.57% |
+2,301,060
|
|
||
68
TKO Group
TKO
$15.3B
| $82.1M | 0.56% |
+450,979
|
|
||
69
Rambus
RMBS
$10.1B
| $81.7M | 0.56% |
1,276,926
+77,362
|
|
||
70
Prestige Consumer Healthcare
PBH
$2.88B
| $80.6M | 0.55% |
1,009,595
+18,015
|
|
||
71
Pure Storage
PSTG
$29.1B
| $80.4M | 0.55% |
1,396,861
-248,041
|
|
||
72
AptarGroup
ATR
$8.09B
| $80.2M | 0.55% |
512,531
-73,907
|
|
||
73
UFP Technologies
UFPT
$1.71B
| $79.9M | 0.55% |
327,433
+18,038
|
|
||
74
Houlihan Lokey
HLI
$12.2B
| $78.8M | 0.54% |
438,060
-66,089
|
|
||
75
Texas Roadhouse
TXRH
$11.3B
| $77.9M | 0.53% |
415,455
-50,224
|
|