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
$13.1B
AUM Growth
+$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$49.4M
3
+$23.4M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.3M

Top Sells

1
+$87.1M
2
+$60.9M
3
+$33.1M
4
INTU icon
Intuit
INTU
+$32.2M
5
CIEN icon
Ciena
CIEN
+$30.5M

Sector Composition

1 Technology 28.88%
2 Healthcare 18.56%
3 Industrials 14.86%
4 Consumer Discretionary 11.65%
5 Financials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63.3M 0.48%
239,076
-79,655
77
$38.2M 0.29%
331,902
+202,851
78
$35.7M 0.27%
116,907
+46,719
79
$34.4M 0.26%
721,850
-96,985
80
$32.7M 0.25%
74,238
-9,898
81
$32.4M 0.25%
320,259
-29,960
82
$30.1M 0.23%
196,076
+11,055
83
$28M 0.21%
176,773
-18,988
84
$27.9M 0.21%
167,478
-21,165
85
$27.4M 0.21%
149,750
-15,609
86
$24.9M 0.19%
185,544
-36,696
87
$22.6M 0.17%
572,976
-15,462
88
$22.5M 0.17%
114,297
-832
89
$21.9M 0.17%
445,665
+239,873
90
$21.5M 0.16%
516,502
+69,295
91
$21.1M 0.16%
135,967
-14,891
92
$19.8M 0.15%
212,195
-484
93
$19.4M 0.15%
68,842
-10,970
94
$18.9M 0.14%
153,481
-1,585
95
$18.2M 0.14%
257,574
-349,988
96
$18.2M 0.14%
125,580
-57,940
97
$17.9M 0.14%
27,250
-6,234
98
$17.8M 0.14%
200,257
-14,457
99
$17.7M 0.13%
532,687
+59,163
100
$17.2M 0.13%
79,189
+5,904
2 3
4
5 6