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
$3.9B
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$55.6M
3
+$49.6M
4
CERN
Cerner Corp
CERN
+$27.8M
5
PII icon
Polaris
PII
+$26.4M

Top Sells

1
+$75.8M
2
+$61M
3
+$53M
4
CTSH icon
Cognizant
CTSH
+$46.4M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$22.7M

Sector Composition

1 Industrials 16.76%
2 Technology 15.06%
3 Consumer Discretionary 13.9%
4 Healthcare 13.76%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.8M 0.51%
262,694
+15,891
77
$19.7M 0.51%
287,497
+8,729
78
$19.6M 0.5%
255,109
+22,619
79
$19.5M 0.5%
779,708
-64,783
80
$18.2M 0.47%
367,749
-1,069,240
81
$15.9M 0.41%
155,341
+42,250
82
$14.1M 0.36%
206,333
-586
83
$12.8M 0.33%
204,020
+5,442
84
$12.3M 0.31%
366,442
+98,596
85
$11.7M 0.3%
190,810
+11,483
86
$11.2M 0.29%
52,503
+3,906
87
$10.6M 0.27%
647,718
-3,030
88
$10.6M 0.27%
53,237
+11,576
89
$10.4M 0.27%
136,441
-240
90
$8.81M 0.23%
79,294
+900
91
$8.79M 0.23%
211,760
-2,440
92
$8.77M 0.22%
140,981
+319
93
$8.71M 0.22%
78,004
-571
94
$8.26M 0.21%
240,123
+5,005
95
$7.91M 0.2%
60,288
+3,251
96
$7.78M 0.2%
221,494
+9,655
97
$7.78M 0.2%
235,227
+10,996
98
$7.64M 0.2%
152,754
+39,043
99
$7.61M 0.2%
95,310
+25,120
100
$7.43M 0.19%
179,404
+48,207
2 3
4
5 6