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
$14.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$92.7M
2 +$89M
3 +$87.2M
4
NET icon
Cloudflare
NET
+$84.3M
5
PINS icon
Pinterest
PINS
+$82.5M

Top Sells

1 +$141M
2 +$125M
3 +$107M
4
BKR icon
Baker Hughes
BKR
+$95.2M
5
CPRT icon
Copart
CPRT
+$89.5M

Sector Composition

1 Technology 30.51%
2 Industrials 16.09%
3 Healthcare 12.33%
4 Financials 10.21%
5 Consumer Discretionary 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
USFD icon
76
US Foods
USFD
$17.3B
$77.2M 0.53%
1,003,058
-649,747
IDCC icon
77
InterDigital
IDCC
$8.78B
$77.1M 0.53%
343,752
+4,651
NVMI icon
78
Nova
NVMI
$9.38B
$76.7M 0.53%
278,638
+3,759
CALX icon
79
Calix
CALX
$3.64B
$75.4M 0.52%
1,417,944
+39,447
VCEL icon
80
Vericel Corp
VCEL
$1.91B
$74.1M 0.51%
1,742,324
+265,606
GDDY icon
81
GoDaddy
GDDY
$17.3B
$73.8M 0.51%
409,838
-50,010
FAST icon
82
Fastenal
FAST
$46.1B
$73.7M 0.51%
+1,755,545
DECK icon
83
Deckers Outdoor
DECK
$13.4B
$73.7M 0.51%
715,228
+14,306
LGND icon
84
Ligand Pharmaceuticals
LGND
$3.9B
$73.7M 0.51%
647,941
+5,229
COO icon
85
Cooper Companies
COO
$15.3B
$70.7M 0.48%
992,933
-95,129
BOOT icon
86
Boot Barn
BOOT
$6.01B
$69.8M 0.48%
459,153
+1,478
BAH icon
87
Booz Allen Hamilton
BAH
$9.92B
$68.6M 0.47%
658,811
-86,352
SXT icon
88
Sensient Technologies
SXT
$4.04B
$67.7M 0.46%
686,737
+15,181
TMO icon
89
Thermo Fisher Scientific
TMO
$219B
$65.9M 0.45%
162,498
-5,251
NPO icon
90
Enpro
NPO
$4.67B
$65.4M 0.45%
341,565
+2,801
ITGR icon
91
Integer Holdings
ITGR
$2.47B
$65.3M 0.45%
530,807
+8,151
BOX icon
92
Box
BOX
$4.36B
$64.5M 0.44%
1,886,750
+40,681
MOG.A icon
93
Moog Inc Class A
MOG.A
$7.24B
$64.4M 0.44%
356,045
+11,643
MKTX icon
94
MarketAxess Holdings
MKTX
$5.94B
$63.9M 0.44%
286,276
-55,462
CAVA icon
95
CAVA Group
CAVA
$6.08B
$63.3M 0.43%
751,994
+749,544
UTI icon
96
Universal Technical Institute
UTI
$1.32B
$63.3M 0.43%
+1,866,779
PRIM icon
97
Primoris Services
PRIM
$6.74B
$62.1M 0.43%
796,305
+30,462
ABCB icon
98
Ameris Bancorp
ABCB
$5.21B
$61M 0.42%
943,041
+9,548
KNF icon
99
Knife River
KNF
$4.22B
$60.8M 0.42%
744,667
+10,835
CXT icon
100
Crane NXT
CXT
$3.22B
$60.3M 0.41%
1,118,445
+322,033