CAM
Congress Asset Management Portfolio holdings
AUM
$14.2B
1-Year Est. Return
26.98%
1 Year Est. Return
+26.98%
AUM
$14.2B
AUM Growth
-$820M
(-5.5%)
Holding
408
Top Buys
| 1 | +$125M | |
| 2 | +$103M | |
| 3 | +$86.5M | |
| 4 |
Brinker International
EAT
|
+$80.5M |
| 5 |
Apple
AAPL
|
+$62.3M |
Top Sells
| 1 | +$107M | |
| 2 | +$103M | |
| 3 | +$102M | |
| 4 |
Motorola Solutions
MSI
|
+$88.4M |
| 5 |
Ollie's Bargain Outlet
OLLI
|
+$73.5M |
Sector Composition
| 1 | Technology | 31.3% |
| 2 | Industrials | 17.57% |
| 3 | Healthcare | 12.68% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Financials | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Atlantic Union Bankshares
AUB
$5.46B
| $69.4M | 0.49% |
1,964,949
+87,761
|
|
||
77
Sensient Technologies
SXT
$4.13B
| $69M | 0.49% |
734,573
+17,935
|
|
||
78
Cloudflare
NET
$64.5B
| $67.8M | 0.48% |
343,972
-57,796
|
|
||
79
ACI Worldwide
ACIW
$4.43B
| $66.5M | 0.47% |
1,391,125
+52,946
|
|
||
80
Viking Holdings
VIK
$30.8B
| $65.7M | 0.46% |
920,208
-126,139
|
|
||
|
CSW
81
CSW Industrials
CSW
$5.52B
| $65M | 0.46% |
221,450
+9,811
|
|
||
82
Palantir
PLTR
$407B
| $64.4M | 0.45% |
362,193
+4,514
|
|
||
83
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| $62.8M | 0.44% |
458,580
+248,474
|
|
||
84
Pure Storage
PSTG
$24.1B
| $62.1M | 0.44% |
927,345
-324,944
|
|
||
85
Vericel Corp
VCEL
$1.89B
| $59.9M | 0.42% |
1,664,578
+169,971
|
|
||
86
Federal Signal
FSS
$6.96B
| $59.9M | 0.42% |
551,556
+38,660
|
|
||
87
CyberArk
CYBR
$22.9B
| $59.7M | 0.42% |
133,851
-138,655
|
|
||
88
Credo Technology Group
CRDO
$27.3B
| $59.5M | 0.42% |
413,287
-531
|
|
||
89
LeMaitre Vascular
LMAT
$2B
| $59.4M | 0.42% |
732,331
+40,065
|
|
||
90
Kirby Corp
KEX
$6.82B
| $58.4M | 0.41% |
+529,902
|
|
||
91
Encompass Health
EHC
$10.1B
| $58.2M | 0.41% |
548,170
-71,221
|
|
||
|
BCPC
92
Balchem Corp
BCPC
$5.46B
| $58.1M | 0.41% |
378,746
+6,594
|
|
||
93
Guidewire Software
GWRE
$13.5B
| $58M | 0.41% |
288,327
-66,372
|
|
||
94
TG Therapeutics
TGTX
$4.85B
| $57.3M | 0.4% |
+1,922,410
|
|
||
95
Crane NXT
CXT
$3B
| $57.3M | 0.4% |
1,216,829
+49,669
|
|
||
96
Yeti Holdings
YETI
$3.95B
| $57.1M | 0.4% |
1,293,164
+59,474
|
|
||
97
Tractor Supply
TSCO
$27B
| $56.3M | 0.4% |
1,126,558
+47,372
|
|
||
98
Box
BOX
$3.7B
| $55.5M | 0.39% |
1,855,109
-84,605
|
|
||
99
Fair Isaac
FICO
$37.2B
| $54.6M | 0.38% |
32,321
-3,248
|
|
||
100
Garmin
GRMN
$40.7B
| $50M | 0.35% |
246,662
-130,769
|
|