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
$7.73B
AUM Growth
+$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$89M
3
+$88M
4
XLNX
Xilinx Inc
XLNX
+$60.7M
5
AKS
AK Steel Holding Corp
AKS
+$4.32M

Top Sells

1
+$88.3M
2
+$72.7M
3
+$56.1M
4
META icon
Meta Platforms (Facebook)
META
+$50.5M
5
BWA icon
BorgWarner
BWA
+$36.8M

Sector Composition

1 Technology 21.87%
2 Industrials 18.56%
3 Healthcare 16.41%
4 Consumer Discretionary 14.92%
5 Financials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45.6M 0.59%
855,099
+2,650
77
$45.3M 0.59%
407,327
-5,389
78
$44.7M 0.58%
365,258
+2,032
79
$17.5M 0.23%
292,460
-13,900
80
$16.8M 0.22%
37,329
-2,387
81
$16.1M 0.21%
208,580
+1,326
82
$15.2M 0.2%
116,709
-1,800
83
$14.2M 0.18%
771,530
-61,440
84
$13.5M 0.17%
34,447
-3,200
85
$13.4M 0.17%
284,006
+14,595
86
$13.1M 0.17%
138,961
-151
87
$13M 0.17%
115,402
+1,638
88
$12.7M 0.16%
29,418
-168
89
$12.6M 0.16%
1,795,880
-131,720
90
$12M 0.15%
86,674
+2,294
91
$11.7M 0.15%
260,973
+92,411
92
$11.6M 0.15%
89,373
-5,275
93
$11.6M 0.15%
293,474
-7,335
94
$11.5M 0.15%
105,130
-17
95
$11.4M 0.15%
67,916
96
$11.2M 0.14%
84,604
+2,823
97
$10.2M 0.13%
131,615
+1
98
$10.1M 0.13%
149,747
-5,561
99
$10.1M 0.13%
37,777
-718
100
$9.86M 0.13%
35,918
-1,243
2 3
4
5 6