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
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71.1M 0.53%
122,660
-8,042
77
$70.1M 0.52%
339,101
+16,040
78
$67.6M 0.51%
642,712
+21,230
79
$67M 0.5%
485,575
+79,894
80
$66.4M 0.5%
628,126
+27,440
81
$66.2M 0.5%
733,832
+37,587
82
$65.9M 0.49%
1,476,718
+22,579
83
$64.6M 0.48%
1,180,839
+102,087
84
$62.7M 0.47%
661,578
+53,543
85
$62.4M 0.47%
309,395
+28,070
86
$62.1M 0.46%
1,199,564
+333,538
87
$61.7M 0.46%
522,656
+24,306
88
$60.3M 0.45%
532,198
+32,255
89
$60M 0.45%
205,871
-324
90
$59.7M 0.45%
344,402
+34,616
91
$59.5M 0.45%
358,500
+40,890
92
$59M 0.44%
938,970
+327,980
93
$57M 0.43%
1,846,069
+186,423
94
$56.7M 0.42%
253,252
-35,796
95
$56.3M 0.42%
479,570
-207,883
96
$55.3M 0.41%
1,003,882
+53,214
97
$55M 0.41%
452,893
-35,287
98
$54.8M 0.41%
338,764
+25,005
99
$54.1M 0.4%
644,415
-77,910
100
$53.7M 0.4%
933,493
+111,939
2 3
4
5 6