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
$9.97B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$97.6M
3
+$82.2M
4
NOC icon
Northrop Grumman
NOC
+$82.1M
5
ISRG icon
Intuitive Surgical
ISRG
+$77.2M

Top Sells

1
+$82.6M
2
+$79.6M
3
+$63M
4
AZTA icon
Azenta
AZTA
+$57.5M
5
GNRC icon
Generac Holdings
GNRC
+$52.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 17.72%
3 Industrials 16%
4 Consumer Discretionary 14.24%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53.9M 0.54%
138,883
-28,508
77
$42.2M 0.42%
504,580
+261,158
78
$41.9M 0.42%
195,808
+107,817
79
$41.4M 0.42%
256,728
-35,452
80
$34.7M 0.35%
218,752
+13,521
81
$33.6M 0.34%
608,228
-137,082
82
$32.2M 0.32%
715,170
+17,660
83
$30.5M 0.31%
269,928
-18,320
84
$28M 0.28%
735,885
+15,651
85
$26.9M 0.27%
395,582
+31,268
86
$25.2M 0.25%
194,210
-401
87
$24.7M 0.25%
74,560
-1,931
88
$24.2M 0.24%
210,166
+2,553
89
$23.5M 0.24%
110,797
-2,306
90
$22.7M 0.23%
67,164
-5,812
91
$21.9M 0.22%
186,783
+2,699
92
$21.3M 0.21%
266,845
+36,974
93
$20.6M 0.21%
153,553
+736
94
$20M 0.2%
81,654
-337,872
95
$19.3M 0.19%
308,844
+56,083
96
$18.7M 0.19%
171,942
+142,544
97
$18.4M 0.18%
220,088
+1,752
98
$18.3M 0.18%
178,344
+9,390
99
$18.3M 0.18%
185,030
+12,021
100
$18.1M 0.18%
506,791
-672
2 3
4
5 6