CAM

Congress Asset Management Portfolio holdings

AUM $15B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$77.2M
2
+$74.2M
3
+$70.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$70.3M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$70M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.62%
2 Industrials 14.55%
3 Consumer Discretionary 13.12%
4 Healthcare 11.7%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.2M 0.33%
+170,649
77
$10.8M 0.32%
+173,842
78
$10.8M 0.32%
+493,300
79
$10.7M 0.32%
+247,525
80
$10.6M 0.31%
+211,841
81
$9.93M 0.29%
+197,726
82
$9.93M 0.29%
+363,564
83
$9.11M 0.27%
+154,564
84
$6.24M 0.19%
+75,681
85
$6.04M 0.18%
+142,795
86
$5.89M 0.17%
+242,490
87
$5.86M 0.17%
+121,994
88
$5.69M 0.17%
+257,286
89
$5.54M 0.16%
+64,390
90
$5.48M 0.16%
+75,390
91
$5.46M 0.16%
+167,588
92
$5.31M 0.16%
+68,949
93
$5.23M 0.16%
+90,558
94
$5.18M 0.15%
+33,762
95
$5.1M 0.15%
+342,490
96
$5.09M 0.15%
+94,816
97
$4.94M 0.15%
+67,463
98
$4.86M 0.14%
+81,360
99
$4.8M 0.14%
+144,949
100
$4.78M 0.14%
+94,994
2 3
4
5 6