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
$14B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1 +$107M
2 +$95.5M
3 +$91.5M
4
LIVN icon
LivaNova
LIVN
+$82.2M
5
MDB icon
MongoDB
MDB
+$67.3M

Top Sells

1 +$126M
2 +$109M
3 +$101M
4
PANW icon
Palo Alto Networks
PANW
+$90.8M
5
TILE icon
Interface
TILE
+$62.3M

Sector Composition

1 Technology 26.86%
2 Industrials 20.72%
3 Consumer Discretionary 12.93%
4 Healthcare 12.92%
5 Financials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVAV icon
76
AeroVironment
AVAV
$10.2B
$71.8M 0.51%
392,508
+82,334
JBTM
77
JBT Marel
JBTM
$6.69B
$71.3M 0.51%
557,378
+64,239
MMSI icon
78
Merit Medical Systems
MMSI
$4.18B
$70.9M 0.51%
1,029,249
+171,610
PLTR icon
79
Palantir
PLTR
$341B
$70.9M 0.51%
484,714
+122,521
FSS icon
80
Federal Signal
FSS
$6.72B
$69.5M 0.5%
642,360
+90,804
RJF icon
81
Raymond James Financial
RJF
$29.7B
$68.3M 0.49%
471,389
-42,925
CR icon
82
Crane Co
CR
$10.7B
$67.1M 0.48%
392,121
-31,882
AEIS icon
83
Advanced Energy
AEIS
$14.2B
$66.9M 0.48%
207,371
-19,511
DT icon
84
Dynatrace
DT
$10.6B
$66.9M 0.48%
1,808,854
-807,248
CSW
85
CSW Industrials
CSW
$4.52B
$65.8M 0.47%
252,348
+30,898
IBKR icon
86
Interactive Brokers
IBKR
$35.4B
$65.2M 0.47%
971,529
+867,934
VIK icon
87
Viking Holdings
VIK
$35.8B
$62.3M 0.45%
847,321
-72,887
CVLT icon
88
Commault Systems
CVLT
$4.17B
$59.9M 0.43%
768,646
+125,137
HEI icon
89
HEICO Corp
HEI
$39.7B
$57.7M 0.41%
210,300
-12,997
IMAX icon
90
IMAX
IMAX
$2B
$57.4M 0.41%
+1,510,375
KRMN
91
Karman Holdings
KRMN
$11.7B
$56.6M 0.41%
707,196
+376,298
NET icon
92
Cloudflare
NET
$69.5B
$56.5M 0.4%
273,756
-70,216
CXT icon
93
Crane NXT
CXT
$2.54B
$55.6M 0.4%
1,370,798
+153,969
YETI icon
94
Yeti Holdings
YETI
$2.91B
$51.3M 0.37%
1,401,440
+108,276
FAST icon
95
Fastenal
FAST
$51.3B
$49.8M 0.36%
1,073,795
-103,056
VCEL icon
96
Vericel Corp
VCEL
$1.72B
$48.5M 0.35%
1,506,918
-157,660
APG icon
97
APi Group
APG
$19.2B
$47.9M 0.34%
1,181,511
-116,584
FROG icon
98
JFrog
FROG
$5.28B
$47.5M 0.34%
+1,012,858
ROST icon
99
Ross Stores
ROST
$71.5B
$47.4M 0.34%
218,966
-10,446
IWF icon
100
iShares Russell 1000 Growth ETF
IWF
$125B
$47M 0.34%
110,334
+33,677