CAM

Congress Asset Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$89M
3
+$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1
+$141M
2
+$125M
3
+$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
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
$97.5M 0.67%
342,254
-21,062
52
$95.5M 0.65%
1,835,411
-297,296
53
$93.9M 0.64%
813,858
+65,663
54
$93.2M 0.64%
840,488
-270,233
55
$92.7M 0.64%
+755,862
56
$91.8M 0.63%
1,052,110
-107,637
57
$91.5M 0.63%
125,169
+2,509
58
$89.5M 0.61%
880,804
-161,204
59
$89.2M 0.61%
48,778
+35,272
60
$89M 0.61%
+578,845
61
$88.2M 0.6%
422,509
-18,809
62
$87.2M 0.6%
+207,302
63
$85.2M 0.58%
586,715
-583,033
64
$84.3M 0.58%
+430,400
65
$83.7M 0.57%
188,004
+428
66
$83.2M 0.57%
504,146
+18,571
67
$82.5M 0.57%
+2,301,060
68
$82.1M 0.56%
+450,979
69
$81.7M 0.56%
1,276,926
+77,362
70
$80.6M 0.55%
1,009,595
+18,015
71
$80.4M 0.55%
1,396,861
-248,041
72
$80.2M 0.55%
512,531
-73,907
73
$79.9M 0.55%
327,433
+18,038
74
$78.8M 0.54%
438,060
-66,089
75
$77.9M 0.53%
415,455
-50,224
1 2
3
4 5