CAM

Congress Asset Management Portfolio holdings

AUM $14B
1-Year Est. Return 33.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$71.9M
3
+$70.3M
4
CARG icon
CarGurus
CARG
+$65M
5
VIK icon
Viking Holdings
VIK
+$62.4M

Top Sells

1
+$107M
2
+$91.9M
3
+$82.2M
4
USFD icon
US Foods
USFD
+$78.3M
5
DECK icon
Deckers Outdoor
DECK
+$75.8M

Sector Composition

1 Technology 33.81%
2 Industrials 16.97%
3 Consumer Discretionary 11.31%
4 Healthcare 9.91%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$105M 0.7%
1,436,533
-398,878
52
$105M 0.7%
1,252,289
-144,572
53
$105M 0.7%
588,622
+9,777
54
$99.7M 0.66%
108,271
-16,898
55
$94.6M 0.63%
513,835
-81,236
56
$94.4M 0.63%
531,378
+27,232
57
$92.9M 0.62%
377,431
-45,078
58
$92.8M 0.62%
560,063
+100,910
59
$91.5M 0.61%
161,908
-76,116
60
$91.4M 0.61%
286,076
+7,438
61
$89.8M 0.6%
1,463,202
+45,258
62
$88M 0.59%
272,483
-35,974
63
$86.2M 0.57%
401,768
-28,632
64
$81.5M 0.54%
354,699
-61,684
65
$81.3M 0.54%
196,145
+149,092
66
$79.2M 0.53%
350,557
+8,992
67
$79.1M 0.53%
95,877
-15,568
68
$78.7M 0.52%
619,391
-136,471
69
$78.3M 0.52%
1,167,160
+48,715
70
$77.8M 0.52%
+687,164
71
$77.1M 0.51%
375,300
-62,760
72
$76M 0.51%
1,549,749
-205,796
73
$75M 0.5%
527,480
+477,473
74
$73.6M 0.49%
2,544,381
+70,840
75
$72.9M 0.49%
351,226
-4,819
1 2
3
4 5