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
$12.8B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$92.4M
4
RGEN icon
Repligen
RGEN
+$88.4M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$197M
2
+$124M
3
+$78.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$61.2M
5
GNRC icon
Generac Holdings
GNRC
+$16.5M

Sector Composition

1 Technology 28.22%
2 Healthcare 19.04%
3 Industrials 14.95%
4 Consumer Discretionary 12.19%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$87.2M 0.68%
451,017
+1,588
77
$79.9M 0.62%
506,817
+40,684
78
$48.4M 0.38%
607,562
+46,116
79
$33.2M 0.26%
818,835
+102,620
80
$32M 0.25%
195,761
+22,049
81
$30.4M 0.24%
222,240
+35,592
82
$28.7M 0.22%
84,136
+10,396
83
$27.6M 0.22%
165,359
+18,568
84
$27.4M 0.21%
188,643
+22,030
85
$25.5M 0.2%
150,858
+17,804
86
$25.3M 0.2%
350,219
+55,325
87
$24.9M 0.19%
185,021
+10,753
88
$24.5M 0.19%
183,520
-880
89
$22.8M 0.18%
79,812
+11,867
90
$22.6M 0.18%
115,129
-268
91
$22.3M 0.17%
33,484
+5,644
92
$19.2M 0.15%
70,188
+59,688
93
$18.5M 0.14%
588,438
-31,987
94
$17.3M 0.14%
152,777
+30,775
95
$17.2M 0.13%
214,714
+134,749
96
$17.1M 0.13%
208,491
+43,714
97
$17M 0.13%
62,666
+12,591
98
$16.8M 0.13%
57,223
+10,813
99
$16.8M 0.13%
457,844
+82,220
100
$16.7M 0.13%
212,679
+5,241
2 3
4
5 6